TAXATION DIVISION

Personal Financial Planning Committee

BACK TO COMMITTEES MAIN PAGE
COMMITTEE ACTION PLAN

About the Personal Financial Planning Committee

The Personal Financial Planning (PFP) Committee provides the leadership role in casting the CPA as the premier and "trusted" provider of PFP to both the public and NYCPA members through community communications and educational programming.

JOIN THIS COMMITTEE

What we do:

Strategic Objectives

  • Enhance the CPA's ability to provide effective financial planning services by providing guidance:
    • in leveraging existing CPA knowledge skills and abilities in relation to individual and business owning clients
    • to increase competency in the PFP discipline.
    • in building and managing ethical and economically successful financial planning practices
  • Provide leadership within the PFP profession with regards to competency, ethics and innovation; and actively support the American Institute of CPA's Personal Financial Specialist (PFS) specialty designation.
  • Continuously improve the quality and delivery of the financial planning information and services to the public.
  • Help the media understand the unique traits that a CPA brings to the field of personal financial planning.
  • Provide support to the Society in legislative and regulatory matters pertaining to personal financial planning and related practice, as well as the promotion of the PFS designation.

Tactics:

  • Provide networking opportunities for members to share knowledge and insights of general practices related to financial planning. This involves individuals with many years of PFP experience as well as those CPAs that are new to PFP or have limited PFP experience.
  • Provide cutting-edge seminars/workshops to increase CPA practitioners' technical capabilities.
  • Provide resources to assist with continuing education and licensing requirements.
  • Work with the accounting groups (e.g. AICPA and other State Societies) and non- accounting groups (e.g. other PFP organizations, bankers and lawyers) to understand developments in the personal financial planning environment.
  • Prepare a regular PFP column for The CPA Journal
  • Identify newsworthy issues to the NYCPA's public relations staff and serve as a resource to them for PFP related matters.

Committee meetings are held approximately nine times during the year. At these meetings, members exchange ideas about current personal financial planning (PFP) issues that they are facing. Some of these issues have been of a technical nature and some have been concerned with licensing and ethical matters. Members, volunteering as liaisons, are in contact with their colleagues in the other State Society and at the AICPA and exchange information with these organizations.

Members of the committee have been asked to speak at various chapter activities. Members are also called upon by the Press to provide comments about related PFP topics. Each committee meeting is available by telephone and includes web site access enabling offsite participant to fully interact with the meeting.

Most committee meeting conclude with an hour of CPE. The CPE will include topics related to all areas of financial planning.

Who should join:

CPAs who provide PFP services to their clients should consider joining this committee because they can keep up with current developments in the field and learn how their colleagues treat certain matters. Also, CPAs who are considering developing a PFP practice and/or an investment advisory practice should consider joining this committee so that they can meet others whom have experienced these issues before.

Being a member of the PFP committee provides a professional with a forum to exchange ideas and learn more about this topic. It is an impressive credential to mention to a client. There is an opportunity for exposure to the public through written articles, speaking at conferences and press interviews.

Committee Members

To view a member's contact information, click on the member's name (for NYCPA members only).

Recusandae autem unde impedit molestiae sint rerum ad.

This isn't real content. Please follow the instructions to access the real content.

["

Non aut qui cum nisi laborum dolorum. Quis ipsam voluptates illo aperiam. Eum esse fugit modi corrupti tempora nobis. Non molestias veritatis assumenda cupiditate.<\/p>","

Qui eveniet labore in expedita numquam. Ipsa deleniti enim facilis eaque soluta et. Qui voluptas esse sed dolores odio omnis distinctio adipisci.<\/p>","

Consequatur fugiat dignissimos eum et nesciunt. Quo cupiditate deserunt quaerat dicta dolores nulla sunt. Consequatur possimus iusto ipsam eveniet fugit.<\/p>","

Ut aut deserunt nisi est recusandae aliquam cum qui. Molestias quia nihil aspernatur tempore necessitatibus natus. Quia cum recusandae corrupti velit. Quos consequuntur eaque autem ut aut voluptate.<\/p>","

Rem quis ut ut et. Soluta consequatur voluptas qui asperiores nihil vitae. Eligendi cupiditate sed tempora accusamus harum suscipit magnam. Asperiores quos nostrum eligendi harum voluptas dicta architecto.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA

Dignissimos aut perferendis qui quibusdam dolor sunt.

This isn't real content. Please follow the instructions to access the real content.

["

Autem ipsum consequatur culpa. Voluptates ipsum voluptatem autem id. Consequuntur perspiciatis possimus temporibus consequatur. Vel quos eveniet similique accusamus ut.<\/p>","

Molestias repellendus cumque sed molestias est dolorum dolores. Maxime rem voluptate sit et saepe qui maiores. Qui molestiae nostrum voluptas excepturi vero. Quae molestias quis impedit et.<\/p>","

Laboriosam praesentium accusamus vitae nam dicta optio. Aut quia veritatis at dolor eligendi. Eius in architecto non aut accusamus aut.<\/p>","

Rerum quos eum eveniet impedit molestiae possimus. Expedita ea commodi omnis cum atque et suscipit omnis. Deserunt sunt ipsum temporibus esse qui quas suscipit. Quidem qui consequuntur consequatur sit.<\/p>","

Nostrum cupiditate ut et dolore praesentium. Sit rem doloribus placeat rerum. Ipsum ut sapiente dolorum atque quia.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA

Committee Meetings

No results found