CPA Personal Financial Planning Boot Camp (PFPB)
Registration is Open
Overview:
Opportunities for CPA Financial Planners
The demand for CPA financial planning services has never been higher. An IBIS World 2018 survey reported that personal financial planning is projected to grow two times faster than tax compliance services alone and according to a Pew Research Center study, about 10,000 baby boomers will turn 65 every day over the next 10 years.
Unlike non-CPA financial planners, CPAs have the knowledge and experience to understand their clients' entire financial picture and therefore to plan comprehensively. The FICPA, in partnership with CPAlliance, a division of CPS Investment Advisors, has created a unique conference to help CPAs offering tax, retirement, estate, risk management and investment planning services, call yourself a CPA financial planner. You are your clients’ go-to adviser. You’re needed. You’re the most trusted. It’s time your clients understand what you do.
A recent AICPA study gathered input from high-income and high-net-worth consumers on various personal financial planning topics. The study revealed that “personal financial planning” is the term those surveyed use to refer to tax, retirement, estate, risk management and investment planning. Here are a few more facts from this study to consider:- Two out of three survey participants sought advice from a CPA on tax and financial planning topics.
- "Financial Planner" is the term three out of four survey respondents use when describing the professional that provides these services.
Don't miss this unique conference designed to help you grow your practice.
Schedule:
Tuesday, June 13, 2023
Welcome & Introduction
Time: Tuesday 8:00am - 8:10am
Becoming a CPA Financial Planner
Time: Tuesday 8:10am - 9:00am Credits: 1 TB
Why CPAs make the best financial planners and how they do it successfully. Unlike non-CPA financial planners, CPAs have the knowledge and experience to understand their clients' entire financial picture and therefore to plan comprehensively.
Presenters:
The CPA Financial Planner Playbook
Time: Tuesday 9:10am - 10:00am Credits: 1 TB
Running a successful practice: Be a superhero to your clients, nail every engagement, and be compliance proof.
Presenters:
Financial Planning 101
Time: Tuesday 10:15am - 11:05am Credits: 1 TB
The demand for financial planning services has never been higher and the opportunities have never been greater. This sessio will share what you need to know and what clients really need.
Presenters:
Investment 101
Time: Tuesday 11:15am - 12:05pm Credits: 1 TB
An investment philosphy that works & one that clients understand.
Presenters:
Lunch
Time: Tuesday 12:05pm - 1:00pm
Building and Integrating Your CPA Financial Planning Practice
Time: Tuesday 1:00pm - 1:05pm Credits: 1 TB
How the most successful advisors have built million dollar practices.
Presenters:
Where to Start
Time: Tuesday 2:00pm - 2:50pm Credits: 1 TB
Everything you need to know to get started!
Presenters:
Panel Discussion
Time: Tuesday 3:15pm - 4:30pm Credits: 1.5 TB
Hear firsthand from your Peers how they've expanded their practice to provide personal financial planning services and expand their business. Panel will consist of both veteran and new practitioners.
Presenters:
Q&A - Closing Remarks
Time: Tuesday 4:30pm - 5:00pm Credits: 0.5 TB
This session will allow attendees to ask questions and have an interactive session with the days' speakers.
Presenters:
Objectives:
Learning Objectives:
To help practitioners gain insights for developing a financial planning practice. Attendees will learn a step by step guide to becoming a financial planner and the tools needed to effectively integrate into their practice. This one-day course covers:
- Becoming a Financial Planner
- The CPA Financial Planner Playbook
- Financial Planning 101
- Investment 101
- Building & Integrating Your CPA Financial Planning Practice
Presenters:
-
Peter Charles Golotko, CPA, PFS, MBA
Peter has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the...
Read more about Peter Charles Golotko here -
Michael Aaron Riskin, CFP,MST,PFS
Michael A. Riskin, CPA, CFP, MST, PFS CPS Investment Advisors Mike joined CPS in 2009 and comes to our firm with over 19 years of experience in tax and financial planning including 8 years at a regional CPA firm and 5 years as a division controller in a large manufacturer. Mike is a CPA licensed in Florida and holds the AIPCA's Personal Financial Specialist (PFS) designation. In addition to...
Read more about Michael Aaron Riskin here -
Shawn J McCabe, MSA, MBA, CFP
After serving 10 years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007. Joining the industry at the beginning of the "Great Recession" allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that...
Read more about Shawn J McCabe here
Presenters:
Peter Charles Golotko, CPA, PFS, MBA
Peter has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the...Read more about Peter Charles Golotko hereMichael Aaron Riskin, CFP,MST,PFS
Michael A. Riskin, CPA, CFP, MST, PFS CPS Investment Advisors Mike joined CPS in 2009 and comes to our firm with over 19 years of experience in tax and financial planning including 8 years at a regional CPA firm and 5 years as a division controller in a large manufacturer. Mike is a CPA licensed in Florida and holds the AIPCA's Personal Financial Specialist (PFS) designation. In addition to...Read more about Michael Aaron Riskin hereShawn J McCabe, MSA, MBA, CFP
After serving 10 years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007. Joining the industry at the beginning of the "Great Recession" allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that...Read more about Shawn J McCabe hereMajor Topics:
- Becoming a Financial Planner
- The CPA Financial Planner Playbook
- Financial Planning 101
- Investment 101
- Building & Integrating Your CPA Financial Planning Practice
Major Topics:
- Becoming a Financial Planner
- The CPA Financial Planner Playbook
- Financial Planning 101
- Investment 101
- Building & Integrating Your CPA Financial Planning Practice
Designed For:
CPAs, accountants, and other finance professionals