Institute Joins Nonprofit Investor Information Group


The AICPA is a new participant in the nonprofit Alliance for Investor Education.

 

The 21-member alliance provides investors with access to information they need to make wise investment decisions.

 

“The AICPA, especially through its financial literacy campaigns, has advocated for an educated, well-informed investor,” said Carl George, chairman of the National CPA Financial Literacy Commission, in a press release. “The Institute and the Alliance clearly share a common mission to achieve a goal that is critical to a robust capital market system.”

 

The AICPA’s 360 Degrees of Financial Literacy campaign (360financialliteracy.org) combines grass-roots, state-driven financial literacy models, with free resources for the public and tools that CPAs can use to volunteer to educate Americans of all ages on financial topics.

 

Other members of the alliance are: the American Association of Individual Investors, EBRI/ASEC, BetterInvesting, the CFA Institute, the Certified Financial Planner Board of Standards Inc., the Financial Publishers Association, the Financial Industry Regulatory Authority, the Investment Company Institute Education Foundation, the Investor Protection Trust, the Council for Economic Education, the National Endowment for Financial Education, the National Futures Association, the Retirement Security Project, the SIFMA Foundation for Investor Education and the Securities Investor Protection Corp.

 

The SEC, the Commodity Futures Trading Commission, the FTC Bureau of Consumer Protection, the Board of Governors of the Federal Reserve System and the North American Securities Administrators Association are the governmental and quasi-governmental advisers to the alliance.

 

SPONSORED REPORT

Tax reform complicates year-end tax planning

Get your clients ready for tax season with these year-end tax planning strategies, which address how to make the most of recent tax law changes, such as the new deduction for qualified business income and the cap on the deductibility of state and local taxes.

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.