Personal Financial Planning


The Financial Advisor agreed to publish a correction of erroneous information that appeared in its September issue about the AICPA’s personal financial planning division ( www.aicpa.org/download/pfp/ ). In addition the magazine’s editors agreed to print a letter from the AICPA and to highlight in an upcoming issue the activities of the PFP membership section. The AICPA continues to support the PFP specialty practice area—which includes the membership section and the Personal Financial Specialist (PFS) credential program—and is building a stronger community of financial planners, enhancing member competencies and increasing communications and outreach to this important group. Information about the practice area and the credential is available at www.aicpa.org/pfp .

PODCAST

What’s next for potential CPA licensure changes

A new model proposed by NASBA and the AICPA is designed with an eye on the future for newly licensed CPAs. The AICPA's Carl Mayes, CPA, provides background on the project and a look ahead to 2020.

VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.