Objectives:
A.    Enhance the reach and impact of CPAs on the Financial Planning Profession through active roles in leadership positions in the investment community.
B.    Involvement with the CalCPA chapters personal financial planning committees will be seen as an essential element of  being a successful CPA financial planner.
C.    The financial planning committee will be seen as an essential resource for the development and implementation of practice management issues that arise in the implementation of a financial planning practice at California CPA firms.
D.    The Financial Planning Committee will communicate to education institutions and Beta Alpha Psi members the benefits of becoming a CPA and delivering financial planning services.
E.    The Financial Planning Committee will support the efforts of the Financial Literacy Committee by providing capable competent CPA Professional Financial Planners through its network of Financial Planning Committees at the local chapters throughout the State of California.
F.    Influence and increase awareness of CalCPA members about the significant positive attributes of CPA financial planners and the benefit that they bring to the clients of CPAs.

Key Characteristics:
1.    Chapters are key.
2.    Articulation Continuing Education Standards.
3.    Establishment and communication of minimum standards to achieve as a CalCPA personal financial planner.
4.    Open lines of communication and dialogue.

Strategies:
1.    Communicate the professional and public service accomplishments to CalCPA members through the CalCPA magazine.
2.    Broaden PFP chapter committee members community involvement utilizing;
   a.    Junior Achievement Programs.
   b.    Dollars and $ense Programs.
   c.    Collaboration with Bill Spaniel and the Ask a CPA response and article generation.
   d.    High school and college CPA seminars to accounting classes and Beta Alpha Psi.  Create an education liaison between the Personal Financial Planning Committee and institutions of higher learning.

3.    Informing CPA's regarding the practice opportunities in providing personal financial planning services by;
   a.    Road show of Personal Financial Planning Committee members to different chapter's large CPE events.  One segment on the steps to establish a Financial Planning practice, one section on investment education and issues, one section on risk management strategies and considerations, one section on elder care opportunities.
   b.    Attend local chapter events with a 10 minute introduction and history.

4.    Encourage CPA's to be aware of their clients' personal finance needs and helping CPA's fulfill such needs by either developing the requisite skill s to address them or building a network of professionals to assist in addressing them.

5.    Establish the PFS credential as the bar to be considered a CalCPA professional personal financial planner.

6.    "At Large" members should contribute by penning one article or other media impression per year.  Tie the articles to the "Ask A CPA".

7.    Assist the CalCPA Education Foundation and the chapters in developing programs and courses to enable CPA's to obtain the core competencies and advanced knowledge needed to provide the highest level of personal financial planning services.

8.    Identify legislative and regulatory issues that may affect CPA financial planners and work with the Government Relations Office on the identified issues.

9.    Provide a forum for an exchange of ideas for betterment of the profession through CalCPA's existing chapters' Personal Financial Planning Committees.