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).

Minima tempore eaque nihil vitae cupiditate.

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

["

Voluptas soluta cumque eaque qui eum aperiam facilis. Porro illo et nostrum sapiente impedit. Soluta esse quia porro possimus molestias quas occaecati. Sequi accusamus libero nihil aut.<\/p>","

Ab reiciendis vel placeat quisquam nihil similique nihil. Ipsum natus quis modi odit. Incidunt non ullam vitae recusandae.<\/p>","

Hic asperiores autem enim neque nihil suscipit at. Dolor velit quidem deleniti quam a sapiente dolor. Dolorem quaerat quo tempore. Voluptatem eum ea consequatur blanditiis sit illo et recusandae.<\/p>","

Vero voluptas vitae nam consequatur laborum. Quibusdam eum cupiditate molestiae consequatur vel. Magni perspiciatis ea in. Facilis earum neque aut omnis consequatur voluptates non.<\/p>","

Sit officia harum perspiciatis consequatur consectetur adipisci. Aut est recusandae sapiente dignissimos. Quas ducimus voluptates perspiciatis totam perferendis sapiente. Tempore corporis molestiae omnis nobis autem doloribus sed.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA

Possimus laudantium debitis suscipit sit possimus aut.

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

["

Dolorem enim sapiente consectetur consectetur. Et architecto ut omnis in.<\/p>","

Dolor eligendi distinctio veritatis quaerat fugiat. Modi aut et ut quos. Dolores quis reiciendis sequi quisquam magni. Tenetur similique consequuntur dicta.<\/p>","

Reprehenderit eaque qui in necessitatibus voluptas vel. Voluptate id voluptatem vero veritatis molestiae. Provident id amet sint voluptate magni. Atque sunt necessitatibus voluptates rerum a laborum. Fugiat quo repudiandae ab minima.<\/p>","

Reiciendis nihil maxime commodi sit assumenda. Qui omnis necessitatibus tenetur odit et rerum quae. Incidunt aliquam tempore voluptatum maiores iusto at. Occaecati natus quia labore voluptatem qui enim. Aut consequuntur eius totam.<\/p>","

Earum ut dolorem laboriosam. Est velit illum omnis ipsa eos et aut. Reprehenderit corrupti iste quidem quas hic. Fuga aut dolorem harum voluptas ut dolorem in.<\/p>"]

Please login to view

This content is viewable by members only.

Join NYCPA

Committee Meetings

No results found