CPE Session 5: Saturday, August 2, 8:00 AM – 12:00 PM

The Role of AFS/CFP Model Financial Planning Curriculum
in Accounting Programs: Guaranteed Job Security

(Management Advisory Services - Basic)

[SESSION CANCELLED]

Description/Objectives:
75 million Baby Boomers are in the process of retiring over the next 25 years! Most of them are neither financially ready to retire, nor have we trained enough CPAs/CFPs to assist them! So individuals and couples fret over their own retirement planning considerations, including income, accumulation and growth, risk management, tax considerations, estate planning, flexibility, complexity, and uncertainty. All of which lead to WORRY!

CPAs/CFPs obviously are in the best position to lead! Doctors are highly focused on their profession and its complexities. Lawyers are too focused on specific planning needs related to taxes and estates. Spiritual leaders are not trained in this area. Brokers sell products—and they can adapt—but will they? CPAs/CFPs are the best candidates! The job requires both depth and breadth. The CPA/CFP adds significant value by ensuring the ability of a professional who provides advice regarding the past, present, and future. In concept, a Comprehensive Financial Advisor, well grounded in the past and present, with an eye on the future!

Presenter:
William Brent Carper, Black Hills State University

Note: CPE fields of study are in parentheses