The Future of Financial Planning in the Digital Age

2016 ◽  
Vol 33 (2) ◽  
pp. 17-22 ◽  
Author(s):  
Michael E. Kitces
Keyword(s):  
Financial Planning ◽  
Digital Age ◽  
The Future

Does AICPA Accreditation of Nonaudit Services Add Value? The Case of Personal Financial Planning

2000 ◽  
Vol 14 (1) ◽  
pp. 49-67 ◽  
Author(s):  
D. Shawn Mauldin ◽  
Mark Wilder ◽  
Morris H. Stocks
Keyword(s):  
Financial Planning ◽  
The Other ◽  
Differential Effects ◽  
Relative Value ◽  
Professional Attributes ◽  
Financial Planners ◽  
The Future ◽  
Financial Planner ◽  
Nonaudit Services ◽  
Personal Financial Planning

The AICPA has taken the position that accreditation of CPAs in specific areas of practice is an important aspect of repositioning the CPA profession for the future. The AICPA currently offers two designations exclusively to CPAs, one of which is the Personal Financial Specialist (PFS) designation. However, the issue of accrediting CPAs by granting official AICPA designations is a complex and highly debated issue with opposing sides having compelling arguments supporting their positions. CPAs and other professionals specializing in personal financial planning have opportunities to obtain designations other than the PFS. This paper examines the relative value of these alternative options for financial planners. Specifically, the research was designed to examine the differential effects of alternative financial-planning accreditations on users' perceptions. These perceptions relate to various professional attributes of a financial planner such as their knowledge and expertise, objectivity, and level of trust and ethics possessed. In addition, these perceptions relate to fees charged and the influence that the designation has on the public's choice of a financial planner. Our results indicate that the CPA designation used in conjunction with the PFS designation is generally perceived to signal a higher level of professional attributes than the other designations examined in the study. In addition, a CPA with a PFS designation has a significantly greater influence on the public's choice of a financial planner than do the other designations. These results suggest that important benefits may accrue to CPAs from holding the PFS specialty accreditation.

P2-280: ALZHEIMER'S DISEASE AND CAREGIVERS' FINANCIAL PLANNING FOR THE FUTURE

2014 ◽  
Vol 10 ◽  
pp. P579-P579 ◽  
Author(s):  
Arielle Burstein ◽  
Olivia DaDalt ◽  
Birgit Kramer ◽  
Lisa D'Ambrosio ◽  
Joseph Coughlin
Keyword(s):  
Alzheimer’S Disease ◽  
Alzheimer's Disease ◽  
Financial Planning ◽  
The Future

Washington View: Preparing students’ reading brains for the digital age

2018 ◽  
Vol 100 (4) ◽  
pp. 64-65
Author(s):  
Maria Ferguson
Keyword(s):  
Critical Thinking ◽  
Reading Instruction ◽  
Digital Age ◽  
Online Content ◽  
Digital Reading ◽  
Analytical Skills ◽  
The Future ◽  
The Brain

The growth of online content has raised questions about how digital reading affects the brain and what kinds of reading instruction students need to be prepared for the future. Some researchers have noted that the need to process large amounts of information may be causing readers’ brains to become more suited to skimming than to deep reading. Maria Ferguson observes that this raises a dilemma for educators who prize the critical thinking and analytical skills that come from deep reading while recognizing that the ability to sift large amounts of material is a valued skill in today’s workplaces.

The Digital Age and the Future of Social Network Science and Engineering

2014 ◽  
Vol 102 (12) ◽  
pp. 1873-1877 ◽  
Author(s):  
Jessica C. Flack ◽  
Raissa M. D'Souza
Keyword(s):  
Social Network ◽  
Network Science ◽  
Digital Age ◽  
Science And Engineering ◽  
The Future

Arbeit einspunktnull

2019 ◽  
Keyword(s):  
Social Ethics ◽  
Digital Age ◽  
Job Market ◽  
Future Of Work ◽  
Personal Significance ◽  
The Social ◽  
The Future

The future of work is an issue everyone is talking about. However, the changes to work caused by the digital age arrived in the present long ago. In this study, the authors examine the challenges posed by this fact as concretely as possible and classify them in terms of social ethics because the values and convictions that have characterised the German job market for decades are still valid today. Even if jobs have changed, the social and personal significance of work remains the same. We should therefore change our perspective of employment from Work 4.0 to Work 1.0. With contributions by Eva M. Welskop-Deffaa, Emma Sommerfeld, Gisela Schurath, Karl Schiewerling, Eva Rindfleisch, Annette Niederfranke, Justus Lenz, Dagmar König, Martin Kamp, Regina Görner, Nils Goldschmidt, Carlos Frischmuth, Ralf Brauksiepe, Egbert Biermann, Karlies Abmeier und Patricia Ehret.

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