Academic journal article Journal of Accountancy

PFP Division Seeks Greater Member Awareness

Academic journal article Journal of Accountancy

PFP Division Seeks Greater Member Awareness

Article excerpt

When the personal financial planning (PFP) executive committee approves a strategic plan next month, one of its key goals will be to make more AICPA members aware of financial planning's value to their practices. Said Phyllis Bernstein, PFP division director, "We need to do more to help AICPA members understand how financial planning for individual clients and executives of corporate clients can help improve the bottom line for their practices."

While no specific programs have yet been approved, the committee's strategic planning task force did agree the division should take an active role in promoting the personal financial specialist (PFS) designation. It also agreed that, whenever possible, the PFP division should cooperate with other groups, including financial planning organizations, to achieve its strategic planning goals. The PFS designation attracted much attention recently because of an article in the "Your Money Matters" column of the Wall Street Journal. It discussed the objectivity of CPA financial planners, the PFS designation and the qualifications needed to earn it. In the week following the article's publication on May 4, the PFP division received over 1,000 telephone calls from people looking for CPA financial planners. …

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