In today’s evolving financial landscape, understanding the distinctions between professional designations is essential for collaboration, compliance, and client success. This webinar demystifies the differences between Certified Financial Planners (CFPs®) and Enrolled Agents (EAs) — two of the most respected credentials in financial and tax advisory services. Join CFP and EA Adam Scherer for an insightful session that explores how each designation approaches client planning, taxation, and compliance, and how these professionals can complement each other to deliver holistic financial strategies.
What You’ll Learn:
- Scope of Practice: Understand the professional boundaries and regulatory oversight of CFP® practitioners vs. EAs.
- Educational and Exam Requirements: Learn the pathways to earning each designation and what distinguishes their core competencies.
- Client Focus: Explore how CFPs® emphasize comprehensive financial planning, while EAs specialize in advanced tax representation and strategy.
- Ethical Standards and Oversight: Examine the fiduciary duties, continuing education, and disciplinary frameworks governing both credentials.
- Collaboration in Practice: Discover how CFPs® and EAs can work together effectively to provide clients with seamless financial and tax advice.
Key Takeaways: Attendees will walk away with a clear understanding of the unique value each designation brings to client relationships, and how integrating both disciplines can elevate the quality of financial advice and tax planning outcomes.