CPA

Multidisciplinary Membership Builds Relationships That Build Your Practice
Networking with locally based financial advisors outside of the accounting sector brings important benefits: CPAs can build teams with a depth and breadth of expertise. This can be especially valuable for accountants in smaller firms with more limited resources and for younger CPAs who need to create their own network of relationships beyond the CFP community. Plus, FSP’s multidisciplinary membership gives CPAs opportunities for referrals not otherwise possible in an organization focused on one specialty.
In FSP, client referrals are easy and comfortable because of the shared commitment to the highest level of ethical conduct. So, the estate planner in need of a CPA to do an estate tax return can turn to you, a fellow FSP member, with complete confidence and trust that his or her client will be well taken care of.
Enhances Your Expertise with High-Quality, Diverse Education
FSP’s educational programs cover the spectrum of financial services. This builds expertise and fosters a productive exchange of ideas. It gives CPAs a deeper understanding of their clients’ issues and leads to better client service. The advantage goes to the CPA who gains insight from the perspective of the seasoned tax attorney or savvy investment advisor or experienced insurance agent when dealing with a client seeking guidance about retirement plans or wealth management or risk protection.
With FSP, learning is broad-based, unbiased and practical—designed for immediate application, delivering immediate benefit.

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