Brooke Salvini

Brooke Salvini, Chair of the PFP Executive Committee at the AICPA, and Oscar Vives, Chair of the PFS Credential Committee, delve into transformative shifts in CPA financial planning. They discuss the integration of Personal Financial Planning topics into the CPA exam, simplifying pathways for the PFS credential, and the growing influence of AI and technology. Listeners will also learn about enhanced PFP standards and the revitalized approach to personal client connections in a rapidly evolving landscape.