This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.


Two Lies & One Truth about Personal Financial Planning Logo aicpa

  Tom Trainor, CPA, CA |   Free |   AICPA |   16 Feb 2016 |   AICPA Insights

Helping clients realize their financial dreams is fulfilling work, offering a tremendous opportunity to open up new revenue streams for your practice and increase the retention of clients and staff.

Topics covered:
  • Personal financial planning: Technical: Practice management & professional standards: PFP process, Foundational

1 Comments/Reflections

Phalguni Pattanayak

Phalguni Pattanayak Jan 2017

I agree the truth , any point of time a qualified accountant can not be the compiler even if depends on contract , he/she has to play the role by suggesting some value adding issues even if there is no fees for that.