Financial Planning


The AICPA and five other organizations joined forces to sponsor the Project for Financial Independence, which offers free financial planning advice to individuals in need ( www.consultaplanner.org ). Also participating are the Certified Financial Planner Board of Standards, the Financial Planning Association, the National Association of Personal Financial Advisors, the National Endowment for Financial Education and the Society of Financial Service Professionals. Following its December 2003 survey, which found strong member support for allocating AICPA resources to developing the public’s financial literacy, the Institute established a Web site ( www.aicpa.org/financialliteracy/index.asp ) describing its related efforts and promoting those of the state societies. Of the more than 1,800 members who had participated in the poll, 95% said financial literacy was extremely or very important. Fifteen percent said they were active financial education volunteers, and 87% of those not currently donating their time said they would consider it. Those interested in offering pro bono services can contact the AICPA at 201-938-3750.

Where to find July’s flipbook issue

The Journal of Accountancy is now completely digital. 

 

 

 

SPONSORED REPORT

Better decision-making with data analytics

Data analytics has become a hot topic, but many organizations have not yet managed to understand its potential, let alone put it to work. This report will take a deep-dive on how to best introduce or enhance the use of data in decision-making.