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In the News

CPA Planners Urge More Tax Pros to Adopt Wealth Management

By Tobias Salinger April 30, 2024 Financial Planning

Certified public accountants holding the personal financial specialist credential are urging more of their colleagues to engage in wealth management. CFP® professionals receive comprehensive training on financial planning, including tax planning. “Candidates for CFP certification must understand the tax implications of their financial advice recommendations for clients,” said CFP Board Managing Director of Professional Practice John Loper, CFP®.

Read more at Financial Planning

Financial Planning
Tobias Salinger
April 30, 2024