CPA Personal Financial Planning Boot Camp (PFPB)
Registration is Open
Overview:
CPA Personal Financial Planning Boot Camp
June 10, 2024
8:00 a.m.-5:00 p.m.
8 CPE Hours
The demand for CPA financial planners has never been greater. An IBISWorld survey reported that personal financial planning is projected to grow two times faster than tax compliance services alone. Likewise, a Pew Research Center study found that by 2030, 18% of the nation’s population will have turned 65. A recent AICPA survey of high-income and high-net-worth consumers revealed that two out of three participants sought advice from a CPA on tax and financial planning topics.
Those statistics present unlimited opportunity for CPA financial planners to step in with the knowledge and experience necessary to understand their clients' entire financial picture and to help them plan comprehensively.
The FICPA, in partnership with CPAlliance (a division of CPS Investment Advisors) is offering this unique boot camp to help CPAs offering tax, retirement, estate, risk management and investment planning services to become CPA financial planners.
To help practitioners develop a financial planning practice, the full-day program covers:
- Becoming a Financial Planner
- The CPA Financial Planner Playbook
- Financial Planning and Investments 101
- Building and Integrating Your CPA Financial Planning Practice
It will conclude with veteran and new practitioners sharing how they successfully incorporated financial planning into their thriving practice.
Schedule:
Monday, June 10, 2024
Welcome & Introduction
Time: Monday 8:00am - 8:10am
Becoming a CPA Financial Planner
Time: Monday 8:10am - 9:00am Credits: 1 TB
Why CPAs make the best financial planners and how they do it successfully. Unlike non-CPA financial planners, CPAs have the knowledge and experience to understand their clients' entire financial picture and therefore to plan comprehensively.
The CPA Financial Planner Playbook
Time: Monday 9:10am - 10:00am Credits: 1 TB
Running a successful practice: Be a superhero to your clients, nail every engagement, and be compliance proof.
Presenters:
Financial Planning 101
Time: Monday 10:15am - 11:05am Credits: 1 TB
The demand for financial planning services has never been higher and the opportunities have never been greater. This session will share what you need to know and what clients really need.
Presenters:
Investment 101
Time: Monday 11:15am - 12:05pm Credits: 1 TB
An investment philosophy that works & one that clients understand.
Lunch
Time: Monday 12:05pm - 1:00pm
Building and Integrating Your CPA Financial Planning Practice
Time: Monday 1:00pm - 1:05pm Credits: 1 TB
How the most successful advisors have built million dollar practices.
Presenters:
Where to Start
Time: Monday 2:00pm - 2:50pm Credits: 1 TB
Everything you need to know to get started!
Presenters:
Panel Discussion
Time: Monday 3:15pm - 4:30pm Credits: 1.5 TB
Hear firsthand from your Peers how they've expanded their practice to provide personal financial planning services and expand their business. Panel will consist of both veteran and new practitioners.
Presenters:
Q&A - Closing Remarks
Time: Monday 4:30pm - 5:00pm Credits: 0.5 TB
This session will allow attendees to ask questions and have an interactive session with the days' speakers.
Presenters:
Objectives:
Learning Objectives:
To help practitioners gain insights for developing a financial planning practice. Attendees will learn a step by step guide to becoming a financial planner and the tools needed to effectively integrate into their practice. This one-day course covers:
- Becoming a Financial Planner
- The CPA Financial Planner Playbook
- Financial Planning 101
- Investment 101
- Building & Integrating Your CPA Financial Planning Practice
Presenters:
-
Michael Aaron Riskin, CFP, MST, PFS
Michael A. Riskin, CPA, CFP, MST, PFS CPS Investment Advisors Mike joined CPS in 2009 and comes to our firm with over 19 years of experience in tax and financial planning including 8 years at a regional CPA firm and 5 years as a division controller in a large manufacturer. Mike is a CPA licensed in Florida and holds the AIPCA's Personal Financial Specialist (PFS) designation. In addition to...
Read more about Michael Aaron Riskin here -
Shawn J McCabe, CPA, PFS, CFP, MSA, MBA
Shawn J. McCabe, CPA/PFS, CFP®, MSA, MBA is a Partner of CPS Investment Advisors and CPS Group CPAs PA. Shawn and his firm provide integrated tax, investment advisory and personal financial planning services to his clients as well as coach and mentor other CPAs how to add personal financial planning services to their firms through his role as Director of the CPAlliance™. Shawn earned a bachelor's...
Read more about Shawn J McCabe here
Presenters:
Michael Aaron Riskin, CFP, MST, PFS
Michael A. Riskin, CPA, CFP, MST, PFS CPS Investment Advisors Mike joined CPS in 2009 and comes to our firm with over 19 years of experience in tax and financial planning including 8 years at a regional CPA firm and 5 years as a division controller in a large manufacturer. Mike is a CPA licensed in Florida and holds the AIPCA's Personal Financial Specialist (PFS) designation. In addition to...Read more about Michael Aaron Riskin hereShawn J McCabe, CPA, PFS, CFP, MSA, MBA
Shawn J. McCabe, CPA/PFS, CFP®, MSA, MBA is a Partner of CPS Investment Advisors and CPS Group CPAs PA. Shawn and his firm provide integrated tax, investment advisory and personal financial planning services to his clients as well as coach and mentor other CPAs how to add personal financial planning services to their firms through his role as Director of the CPAlliance™. Shawn earned a bachelor's...Read more about Shawn J McCabe hereMajor Topics:
- Becoming a Financial Planner
- The CPA Financial Planner Playbook
- Financial Planning 101
- Investment 101
- Building & Integrating Your CPA Financial Planning Practice
Major Topics:
- Becoming a Financial Planner
- The CPA Financial Planner Playbook
- Financial Planning 101
- Investment 101
- Building & Integrating Your CPA Financial Planning Practice
Designed For:
CPAs, accountants, and other finance professionals
Prerequisites:
NoneAccommodations:
Conference Location and Accommodations:Universal Loews Sapphire Falls Resort
6601 Adventure Way
Orlando, FL 32819
407-503-5000
FICPA Room Rate:
$204.00++ Single/Double
$239++ Triple, $274++ Quad
Discounted Self Parking: $15/day
Hotel Cutoff Deadline: Friday, May 10, 2024
(Reservations made after the cutoff date will be subject to availability and current room rate. Please note that the conference accommodation rate is subject to sell out prior to the advertised reservation cut off date.)
*** Upon completion of your registration for the conference, you will receive an email confirmation with additional information to book your accommodations***
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