PFP Executive Committee (PFP EC) chair, Brooke Salvini, CPA/PFS, and PFS Credential Committee (PFS CC) chair, Oscar Vives, kick off the New Year in this episode of the PFP Section podcast. They answer the following questions:
What did you learn in 2023 that was meaningful to you personally and professionally?
What were the PFS CC and PFP EC milestones in 2023?
What is the PFP Division celebrating in 2024?
What are the focus areas for the committees in 2024?
What is your favorite PFP Section resource?
What are you looking forward to personally and professionally in 2024?
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Join your AICPA PFP community at the next PFP Summit in Austin, TX January 15th through 18th.
Learn more about the PFP certificate program, the PFS experienced track, and PFS Live!
Apply to become a PFP Champion.
Join the emerging leaders Slack channel.
Save the date for ENGAGE PFP and Creating Your CPA Financial Planning Practice Workshop.
Download the latest Adviser’s Guide to Financial & Estate Planning and find other PFP Section benefits.
Hear more about the PFP Division history and 2024 milestones in our history and future podcast part 1 and part 2.
Listen to the Deeper CPA financial planner connections series to hear success stories from other members in your PFP community.
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at duyc.ngskmc-eis.net/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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