How to Get into Financial Planning

Accounting Technology,  January, 2006  

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The AICPA is putting dollars and energy behind getting more CPAs into financial planning and the same holds true for the Financial Planning Association and the CFP Board of Standards.How big is the financial planning market for CPAs today? What has fueled its growth? What can the CPA do to expand into this niche? CPA Wealth Provider's Executive Editor, Stuart Kahan, is joined by Stuart Kessler, Managing Director, American Express Tax & Business Services, to discuss:

* Why is financial planning important?

* Who are the clients?

* What, and how, does a CPA make the transition?

Stuart Kessler was ...