"The American Institute of CPAs has opened a PFP Practice Portal for CPAs who are interested in becoming personal financial planners and earning the AICPA’s Personal Financial Specialist credential. The portal is also open to the public. “The strategy here was to basically have a place where people can go at different levels, from beginner to advanced, and get resources,” said Michael Goodman, president of WealthStream Advisors Inc. A member of the AICPA’s PFP Executive Committee, he headed the subcommittee that developed the portal. The portal includes a number of links where users can find out more information about personal financial planning..."
read entire post
Source: Financial Planning | AICPA

Comments