Happy 2023 from the PFP EC and PFS CC chairs! {PFP Section}
AICPA Personal Financial Planning (PFP) · AICPA & CIMA
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Show Notes
PFP Executive Committee (EC) chair, Brooke Salvini, CPA/PFS, and PFS Credential Committee (CC) chair, Oscar Vives, kick off the new year in this episode of the PFP Section podcast. They answer the following questions:
- What are their 2023 resolutions that may inspire you?
- What are the objectives of the PFP EC and PFS CC and how do they support members in financial planning?
- What were the committee focuses in 2022 and what is their vision going into 2023?
- How can you get connected with the PFP community and the resources to help you help your clients?
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- Join your AICPA PFP community at the next PFP Summit in Austin, TX on January 30th through February 1st, 2023.
- Listen to the Deeper CPA financial planner connections series to hear from other members in the PFP community.
- Find the resources like Broadridge Advisor, Bob Veres Inside Information, technical and practice guides, and more.
- Learn about the multiple pathways to the PFS credential.
- Save the date for the next PFS Live workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023. If you are interested in running a PFS Live for your firm or group, send an email to [email protected].
- Save the date for the next Building Your PFP Business workshop in advance of PFP ENGAGE on June 3rd and 4th, 2023.
This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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