Helping CPAs Become Financial Planners
The CPAlliance® is key to CPAs who want to deliver exceptional
Financial Planning and Investment Advisor services to their clients.
EXPERTS
As a CPAlliance® member you will be backed by a team of highly credentialed and experienced staff, including individuals that hold designations such as Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner®, as well as, skilled administrators.
COMMUNITY
The CPAlliance® Smart Group Program is a network of CPA Financial Planners who meet regularly to establish actionable plans to grow their practice, build comradery, and create an environment of accountability for themselves and their colleagues.
MARKETING
We help you market and grow your investment advisory and financial planning practice by making a library of compliance-approved, branded collateral, training tools and sales support.
1 | REGISTRATION & COMPLIANCE
Streamlined registration process, compliance training and audit support, designed to minimize disruption to CPA practices.
2 | PRACTICE MANAGEMENT
All the best-in-practice training, support and tools CPA Financial Planners need to advise their clients.
3 | TECHNOLOGY
The technology firms need to manage their practices efficiently and stay competitive.
4 | PORTFOLIO MANAGEMENT
A world-class and turnkey asset management platform built to handle all aspects of portfolio management so firms can focus on their clients, instead of picking stocks.
205 East Orange Street | Suite 310 | Lakeland, Florida 33801
tel: 863-688-1725 | fax: 888-972-5548
PRIVACY POLICY | TERMS OF USE | CUSTOMER RELATIONSHIP SUMMARY
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