The CPA Financial Planner — Facts and Opportunities

A recent 188bet亚洲真人体育下载 study gathered input from high-income and high-net-worth consumers on various personal financial planning topics. The study revealed that “personal financial planning” is the term those surveyed use to refer to tax, 退休, 房地产, 风险管理和投资计划. Here are a few more facts from this study to consider:

• Two out of three survey participants sought advice from a CPA on tax and financial planning topics.
• “Financial planner” is the term three out of four survey respondents use when describing the professional that provides these services.

The demand for financial planning services has never been higher. And the opportunities have never been greater. 这是证明:

• 美国.S. Bureau of Labor Statistics projects a 15 percent growth in the need for personal financial advisers over the next 10 years. The average growth rate for all occupations is 7 percent.
• An IBIS World 2018 study reported that personal financial planning is projected to grow two times faster than tax compliance services alone.
• According to a Pew Re搜索 Center study, 大约10,000 baby boomers will turn 65 every day over the next 10 years. Boomers will seek advice as they deal with the increased complexities associated with 退休, and over $30 trillion will transfer to the next generation over the next two decades.

Here are some valuable tools to help you communicate with your clients and prospects about the value of working with a 188bet亚洲真人体育下载网址理财规划师 包括:

• A client-facing brochure that outlines the advantages of working with a 188bet亚洲真人体育下载网址理财规划师
• An informational PowerPoint presentation to share with civic organizations, professional groups or the general public — for 188bet亚洲真人体育下载网址理财规划师s and CPA/PFS professionals
• A 系列广告 suitable for a range of print publications, including newspapers, magazines and 时事通讯  

The 188bet亚洲真人体育下载 offers a wealth of valuable tools and resources for 188bet亚洲真人体育下载网址理财规划师s, 包括面向客户端的内容, 实践指南, 权威的指导, 时事通讯, 播客, checklists and more through the PFP Section.   

All of these resources are designed to help you build deeper, longer-lasting relationships with clients through all life-stages and to expand your current personal financial planning practice. If you’re not yet a member of the PFP Section, 在这里了解更多关于加入的信息.

To demonstrate even greater expertise, you can also explore the 个人理财专员(PFS) credential, which allows CPAs to demonstrate knowledge and expertise in personal financial planning.