New York (July 9, 2004) -- The American Institute of CPAs and the National Association of Personal Financial Advisors have teamed in a joint educational effort aimed at helping planners use technology to enhance their firm operations.
“Our first program, Cutting Edge Technology Solutions for Financial Advisors, will explore answers to most of the hardware and software issues facing financial advisors in today’s changing office environment,” said Anat Kendal, AICPA director of financial planning.
The program will be presented as two 90-minute sessions using toll-free teleconferencing in conjunction with PowerPoint presentations. NAPFA member Cheryl Holland and CPA/PFS Steven Levey will co-host. Topics will include developing a technology plan; hardware decisions for small and large companies; software for business management and financial planning; using the Web for research, marketing and communicating with clients; and training yourself and employees.
The first session is scheduled for July 27 at 4:00 p.m. EDT. Session two is set for July 29 at 4:00 p.m. EDT. The fee for each session is $75 and qualifies for one-and-a-half hours of continuing professional education credit with NAPFA or the National Association of State Boards of Accountancy.
NAPFA and AICPA members can register at
-- WebCPA staff
