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
Say goodbye to the complexities of registration processes. We first streamline your registration process, guiding you through every step for a hassle-free experience. We’ll then provide ongoing expert compliance support to keep your practice audit-ready, and ahead of regulations.
2 | PRACTICE MANAGEMENT
Continuously evolve and grow your practice with CPAlliance®’s tailored practice development resources. From one-on-one mentorships to regular zoom and in-person training sessions, we’ll keep you prepared for whatever your clients need.
3 | CUTTING-EDGE TECHNOLOGY
Harness the power of state-of-the-art technology to enhance your efficiency and client experience. Our platform offers robust tools and features designed to optimize your workflow and minimize software.
4 | PORTFOLIO MANAGEMENT
Leave it to our team of highly skilled portfolio analysts to handle all aspects of portfolio management so you can focus on your clients’ financial planning needs, 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 | FIRM BROCHURE
CUSTOMER RELATIONSHIP SUMMARY
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