Keeping it in Perspective: A Woman’s Take on the Profession Reviewed by Momizat on . When Amy Sonstein, CPA, PFS, started her first job in financial planning 12 years ago, she was the only woman in her training group.  Some progress has been mad When Amy Sonstein, CPA, PFS, started her first job in financial planning 12 years ago, she was the only woman in her training group.  Some progress has been mad Rating: 0
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Keeping it in Perspective: A Woman’s Take on the Profession

When Amy Sonstein, CPA, PFS, started her first job in financial planning 12 years ago, she was the only woman in her training group.  Some progress has been made in the past decade, but many financial planning firms still don’t have a large number of female advisers on staff.  In this blog post, Sonstein shares how a woman’s perspective can help firms provide better service and value to their clients.

To read the full article in AICPA Insights, click: Keeping it in Perspective: A Woman’s Take on the Profession.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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