Jul 9, 2021
Neuroscience aficionado and financial planner Christine Moriarty has made it her life’s mission to connect psychology to financial planning. In this episode of the PFP Section podcast, Christine answers the following questions to support you to best serve your clients.
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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
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