What is the difference between an accountant and a financial planner?

Accountants do auditing work, financial forecasting, and putting together financial statements, while financial planners help individuals with wealth management and retirement planning. Accountants are usually detail-oriented and good with numbers, while financial planners are better at sales and networking.

What is accounting and financial planning & analysis (FP&A)?

Accounting and Financial Planning and Analysis (FP&A) aren’t isolated functions within a corporation; rather, they are interconnected disciplines that significantly enhance each other and the overall financial health of the organization.

What is a professional designation for financial advisors and accountants?

You may see other professional designations for financial advisors and accountants based on areas of expertise, such as a retirement planning specialist, or RPS, for financial advisors focused on retirement planning or chartered global management accountant, or CGMA, for CPAs working in business and government.