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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