OBJECTIVES: To identify the member needs that should be met to enable members to effectively provide personal financial planning services to clients in a professional manner and to provide or coordinate training in those areas. To promote the issue of financial literacy throughout our community.
ACTIVITIES:
Provide a liaison between the ISCPA and the AICPA Personal Financial Planning Division
Monitor the progress within the profession regarding certification and/or accreditation standards for the personal financial planning specialty
Coordinate with the CPE Committee to assure that adequate opportunities are available for continuing professional education in the field
Assist in promoting the concept of CPA-provided personal financial planning services through articles and other information releases
TIME COMMITMENT: Meets 2 - 3 times per year, and by phone or email as needed.
STAFF CONTACT:
Gwynne
COMMITTEE MEMBERS:
John McGown, Chair
Ray Ryan, Boise, Vice Chair
Brenda Blitman, Kuna
Jay Bradley, Boise
LaVern Gentry, Boise
Bob Long, Boise / Pocatello
Bruce Reeder, Boise
Mike Sullivan, Boise
Board Liaison: Deborah Johnson, Boise
