CPA & CFP® Webinar on demand

Earn Two of Finance's Most Respected Credentials — Together

For the first time, Boston Institute of Finance and Becker — two of the most trusted names in professional education — are joining forces to guide accountants and advisors through the CPA + CFP® dual designation. In one focused webinar, you'll learn exactly how to pair the gold standard in accounting with the gold standard in financial planning, and why doing both can transform your practice.

 

Adding the CFP® to your CPA doesn't just round out your résumé — it expands what you can offer clients and what you can earn. CFP® professionals report 26% higher compensation than other advisors and 89% say it gives them a competitive edge. Together, the two credentials let you serve clients across their entire financial picture: tax, retirement, estate, and investment planning.

 

In this session, you'll discover:

  • How CPA expertise and CFP® certification combine to unlock new services and higher-value client relationships
  • The income and career upside of holding both designations, including who benefits most from the dual path
  • A clear look at the CFP® education, exam, and experience requirements — and the accelerated path built specifically for CPAs
  • How BIF and Becker's industry-leading review programs set you up to pass with confidence

Register now to watch the webinar On Demand.

Missed the Live Session? Watch It Now

Access the full session on demand and learn how you can earn your dual designation.

Meet the Panel

Josh Rosenberg, CPA, CFP®, CFA®

 

Josh Rosenberg is an instructor at the Boston Institute of Finance and Executive Director at the Georgia Institute of Technology. He holds the CPA, CFP, and CFA designations, bringing a rare combination of accounting expertise and financial planning depth to every session he leads.

 

Josh earned his BBA from Emory University and his MBA from the University of Chicago. His passion for helping finance professionals advance their credentials makes him a natural fit for this dual-designation program.

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Tiffany R. Guy, CFP®

Tiffany R. Guy, CFP® serves as the Senior Curriculum Manager at BIF. With over two decades of experience in the financial services industry, she transitioned from directly working with clients to coaching and training financial advisors.  

Tiffany's focus is on empowering advisors to grow and develop their practices effectively. At BIF, she leverages her expertise to deliver a comprehensive CFP® curriculum that not only prepares students for the exam but also equips them with practical skills essential for their careers as CFP® practitioners. 

Tiffany resides in Charlotte, NC, with her husband, Rob, and son, Jackson. She is also an enthusiastic apiarist and maintain two beehives in her backyard, supporting pollination and producing honey. 

 

 

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