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Becoming a CPA Financial Planner

Ratings and Review

4.5

1774 Ratings

Excellent

1020

Very Good

628

Average

115

Poor

9

Terrible

2

KL

Kathleen Lehman, CPA (US)

Dec 15th, 2020

Interesting and informative webinar. While my current position does not permit working in this capacity, i have had financial planning advisory exposure in the past, and had taken the Series 65 exam. This is good information to keep on hand should I choose to pursue this line of work in the future.

TP

Todd Pene, CPA (US)

Dec 15th, 2020

I thought the presenter did a great job delivering the information for the topic. It was to see if I was interested in moving this direction, so the topic was of interest. Gave a lot to think about, but I am uncertain if I will continue or not. It was a good presentation for me.

CG

Cori Godeke, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Dec 15th, 2020

This was a great session and it was interesting to see all the different career paths available to CPAs! and the presenter stayed on the subject while covering a number of related subject points. Well-thought-out polling questions checked my learning

PP

Paul Pusyka, CPA (US)

Jan 16th, 2021

The confidence of the speaker was remarkable. He had a lot of examples of financial planning techniques. The pace of the webinar was reasonable. I received answers to all my questions. I am really impressed.

NY

Nancy Yuen, CPA (US)

Jan 15th, 2021

Overall an interesting topic and presenter was approachable. I do wish there was more information on to become licensed, real-world examples and pros and cons of taking on the new role.

Subject Area

Business Mgmnt and Org
Finance

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