A career as a CPA financial planner is an alternative path for students who take an interest in taxation or consulting areas. Personal financial planning (PFP) involves a holistic approach to ...

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Choosing between a Certified Financial Planner (CFP®) and Certified Public Accountant (CPA) certification is a defining moment for finance professionals, each leading to distinct avenues within the ...

Managing your finances, figuring out how to pay your taxes, and planning for the future can be confusing and sometimes frustrating. Luckily, there are a variety of financial professionals you can ...

Navigating the decision between a career as a CPA and a financial advisor is pivotal for many in the finance sector. This choice is more than just a job—it’s about selecting a path that aligns with ...

AI was used in the creation of this article. The article was reviewed, fact-checked and edited by a content review team. We might earn a commission if you make a purchase through one of the links.

When reviewing job growth and salary information, it’s important to remember that actual numbers can vary due to many different factors—like years of experience in the role, industry of employment, ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

With the exception of tax preparation, how do you determine when a certified public accountant (CPA) is needed versus a financial advisor for financial guidance? – Joyce In many cases, most people ...