What's Next for the CPA Financial Planner with Matt Kidd

The AICPA Personal Financial Planning Podcast explores the evolving role of CPA financial planners, particularly the importance of the Personal Financial Specialist (PFS) credential. Matt Kidd, chair of the PFS Credential Committee, discusses modernizing the PFS exam to ensure relevance and elevate the designation. He highlights the PFP Champions program, which promotes the PFS credential through media and state societies and advocates for CPAs to integrate tax expertise into financial planning. Kidd emphasizes that CPAs are uniquely positioned to offer holistic financial guidance, integrating tax, financial, and personal aspects. He also encourages CPAs to showcase their PFS credentials to raise awareness and spark conversations about the value of CPA financial planners.