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  • RE: Career Changer - CPA to ...

    By: Allison Adkins , 5 hours ago
    Posted in: CFP Board Candidate Open Forum

    Hi Kristin! Fellow CPA here. I was in public accounting, specializing in income tax preparation/planning ...

  • CFP July 2026 Philly

    By: Maya Watson , 5 hours ago
    Posted in: CFP Board Candidate Open Forum

    Hi all! I just started the DANKO review for the July 2026 wanted to see if anyone is in the Philadelphia ...

  • RE: Career Changer - CPA to ...

    By: Elizabeth Gorman , 5 hours ago
    Posted in: CFP Board Candidate Open Forum

    Kristin, Your path sounds like a good one. If you want to work for an RIA, then take the Series 65 ...

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