Register for Boot Camp!

CPA Personal Financial Planning Boot Camp | FICPA's MEGA Conference
June 10, 2024, 8 am to 5 pm 
Loews Sapphire Falls Resort at Universal Orlando

CPAlliance® has partnered with the Florida Institute of Certified Public Accountants to bring you a Personal Financial Planning Boot Camp designed for CPAs during this year's MEGA Conference in Orlando. This one-day boot camp will dive into how CPAs can offer tax, retirement, estate, risk management, and investment planning services to their clients, how to get started, and how to begin calling yourself a CPA Financial Planner.

As demand for CPA financial planning services continues to grow, now is the perfect opportunity to expand your services and practice. CPAs are in a unique position to understand their clients' entire financial well-being and tax strategy, allowing them to create a comprehensive plan to manage their clients' finances. Become your clients' go-to, all-in-one advisor and join us for Boot Camp!

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