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September 2014 » From CFPs to CPAs: An Invitation...
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Mark DiGiovanni, CFP
CPAs possess many of the same traits valued by Certified Financial Planners (CFP) and their clients. CPAs are well educated and have demonstrated commitment by earning the premier designation of the accounting profession. CPAs hold themselves to a standard of conduct with clients that represents the cornerstone of their value proposition. In short, CPAs have far more in common with CFPs than most of the people who claim to be financial planners.
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