The AICPA and five other organizations joined forces to sponsor the Project for Financial Independence, which offers free financial planning advice to individuals in need (www. consultaplanner.org).The AICPA AICPA See American Institute of Certified Public Accountants (AICPA). and five other organizations joined forces to sponsor the Project for Financial Independence, which offers free financial planning Financial planning Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against advice to individuals in need (www. consultaplanner.org). Also participating are the Certified Financial Planner Certified Financial Planner (CFP) A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and tax affairs. Board of Standards, the Financial Planning Association, the National Association of Personal Financial Advisors National Association of Personal Financial Advisors (or NAPFA) is an American organization created in 1983 to aid the field of Fee-Only financial planning by encouraging interest and establishing a new level of professional standards and reputation for excellence. , the National Endowment for Financial Education and the Society of Financial Service Professionals. Following its December 2003 survey, which found strong member support for allocating AICPA resources to developing the public's financial literacy, the Institute established a Web site (www.aicpa.org/finnancialliteracy) de scribing its related efforts and promoting those of the state societies. Of the more than 1,800 members who had participated in the poll, 95% said financial literacy was extremely or very important. Fifteen percent said they were active financial education volunteers, and 87% of those not currently donating their time said they would consider it. Members who have not voted can do so at http://websurveyor. net/wsb.dll/12391/financialliteracy.htm. Those interested in offering pro bono Short for pro bono publico [Latin, For the public good]. The designation given to the free legal work done by an attorney for indigent clients and religious, charitable, and other nonprofit entities. services can contact the AICPA at 201-938-3750. |
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