Question by sufeiaz: Are there benefits of becoming a CFP in a CPA firm?
Thanks a lot!
Best answer:
Answer by Smtypnts
Yes, a CFP will be able to market or manage investment accounts. Normally accountants have to separate the accounting from the investment services, so it helps. Also with more people seeking CFP advise from trusted sources like a CPA, it will add value to the firms ability to support multiple services and stabilize seasonality in the tax business.
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