A CAREER AS A CPA FINANCIAL PLANNER CAN REALLY TAKE …

[Pages:1]A CAREER AS A CPA FINANCIAL PLANNER CAN REALLY TAKE YOU PLACES.

PFP

PERSONAL FINANCIAL PLANNING

IS A CAREER IN PERSONAL FINANCIAL PLANNING RIGHT FOR YOU?

Does this describe you?

Good with numbers and analysis?

Enjoy interacting with people?

Want to have a positive impact on others?

Want a career that's both personally and professionally rewarding, intellectually challenging, well-respected by the CPA profession and provides work/life balance?

WHY FINANCIAL PLANNING?

PFP is projected to grow

2X FASTER

than the overall accounting profession.

IBIS World 2014

27%

Projected growth rate of demand for advisers

through 2022.

U.S. Bureau of Labor Statistics

$30 TRILLION WILL BE TRANSFERRED FROM ONE GENERATION TO THE NEXT IN THE COMING DECADES

With this great transfer of wealth comes the need for planning: tax, estate, retirement, risk management and investments. CPA financial planners can cut through the complexities, which will have a positive impact on the people receiving the transfer and can lead to new revenues streams for the practice.

WHERE CAN CPA FINANCIAL PLANNERS WORK?

? CPA firms offering both financial planning and traditional CPA services ? CPA firms with separately owned, registered investment advisory

(RIA/wealth management firm) ? C PA firms affiliated with RIA or dealer-broker ? F inancial planning/wealth management firms ? F amily office ? B ank or wire house ? L aw firms

WHAT WILL BE YOUR PATH TO BECOMING A CPA PERSONAL FINANCIAL PLANNER?

Student

interested in going straight

or

into PFP?

Are you a:

Student wanting to explore several service lines before moving to PFP? Newly minted CPA with audit or tax background? Experienced CPA looking for a career change?

Future

or CPA Financial

Planner?

KARA KESSINGER CPA/PFS

CHRIS BENSON CPA/PFS

MARK ASTRINOS CPA/PFS

LORI LUCK CPA/PFS

DAVID ORANSKY CPA/PFS

PICTURE YOURSELF

HERE

YOU

?

*

BIG

FOUR

AUDIT

*

BIG

FOUR

?

AUDIT

PFP

* BIG

FOUR

*

CPA

CPA

CPA

?

PFP

TAX

CPA

CPA

*

TAX

?

PFP

PFS

PFS

*

BIG

FOUR

PFS

?

PFP

TAX

PFS

?

PFP TAX

PFP TAX

PFP

*

PFP TAX

PFS

For the full stories of these PFPs, visit the Young Adviser Network section of the PFP Practice Center at PFP/careerpath.

EDUCATION/CREDENTIAL MILESTONES

Bachelor of accounting

Certified Public

CPA

Accountant (CPA)

Master of accounting, taxation or PFP

Personal Financial PFS Specialist (PFSTM)

credential

EMPLOYMENT MILESTONES

Solo firm

Regional firm

Small firm/RIA

National firm

Big Four

BIG

FOUR

accounting

firm

Bank

*These CPA firms also offer traditional public accounting services (e.g., audit, tax, etc.); the ribbon indicates the service line where this CPA practices or practiced.

WHAT WILL YOUR PATH TO PFP LOOK LIKE?

Explore your possibilities today at PFP/careerpath.

For more information, visit PFP.

Note: State boards of accountancy require specific education and experience requirements to become a CPA. Check with your state board or look up the latest requirements at .

? 2015 American Institute of CPAs. All rights reserved. 17649-378

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