Personal financial planning has been identified as a key growth area for chartered accountants by ICAEW Tomorrow’s Practice project.
The Lifetime Wealth Planning Guide has been published to help identify opportunities for ICAEW Chartered Accountants and others to develop personal financial planning businesses. The guide also shows how the ICAEW Designated Professional (DPB) Licence can help professionals use a collaborative approach in this increasingly important and complex area.
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This content is not freely available. To access 'Lifetime Wealth Planning Guide' you need to be one of the following:
ACA student
This content is available to ACA students. If you want to start the ACA qualification there are several routes you can take
Business and Finance Professional
An internationally recognised designation and professional status from the ICAEW.
ICAEW member
Gain access to world-leading information resources, guidance and local networks. 98% of the best global brands rely on ICAEW chartered accountants.
Personal Financial Planning Community
Help clients to manage their personal finances by staying informed with our exclusive resources.