My father in law is a CPA, and even he refers people to certified financial advisers for investment advice. As I understand it, CPAs help you with taxes, and CFAs with fiduciary duties help you invest the money. There’s obviously a little crossover, but I think the lanes are pretty clearly drawn.
I’ve been wrong before though, so I’m open to being corrected if I misunderstand the separation of duties.
My father in law is a CPA, and even he refers people to certified financial advisers for investment advice. As I understand it, CPAs help you with taxes, and CFAs with fiduciary duties help you invest the money. There’s obviously a little crossover, but I think the lanes are pretty clearly drawn.
I’ve been wrong before though, so I’m open to being corrected if I misunderstand the separation of duties.