CPA/PFS Mentoring Program

CPA/PFS Mentoring Program

Are you a CPA or CPA candidate interested in learning more about personal financial planning? Are you a CPA financial planner or CPA/PFS?

Regardless of your experience level, the right mentor can make a significant and lasting impact on your career.

What’s in it for you? Whether you’re the mentor or the mentee, this relationship stands to benefit both:

  • Learn how CPAs approach the personal financial planning profession
  • Gain perspective on the challenges that other CPAs are facing
  • Develop your professional and leadership skills to better serve your clients
  • Learn how to grow and expand your practice
  • Give back to the profession and make a different in someone’s life

How the Mentor Program Works: Through the AICPA online mentoring program, mentees are matched with mentors who have similar interests and backgrounds outside their organizations.

We are committed to building and supporting a strong community of CPA/PFS credential holders with the tools and resources needed to be successful. The CPA/PFS Mentor Program is a valuable resource that can make a significant difference in your professional career.

Become a mentor or find a mentor today!