The CPA Financial Planner Difference

All the objectivity, integrity, and experience you expect from the CPA profession is applied to your financial planning.  A CPA financial planner is a professional you can trust.

What makes a CPA financial planner uniquely qualified to serve you?

Education:  College education in accounting and financial topics; on-the-job training (under a CPA’s supervision); completion of rigorous CPA exam; and continuing professional education

Experience:  Expertise in key areas of business and finance ensure a holistic perspective on your personal financial plan

Ethics:  Compliance with rules and regulations of the North Carolina Board of Accountancy and the AICPA’s professional code of conduct.

Community:  Dedicated CPA Financial Planners Choose to belong to the AICPA’s PFP community, which provides access to training, tools and networking with CPA peers.

©2009 American Institute of Certified Public Accountants, Inc.