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.
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