Can a cpa provide financial advice?

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Hadley Weimann asked a question: Can a cpa provide financial advice?
Asked By: Hadley Weimann
Date created: Mon, Jun 28, 2021 4:42 AM
Date updated: Thu, Sep 22, 2022 8:02 AM

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Video answer: Update on financial services licensing

Update on financial services licensing

Top best answers to the question «Can a cpa provide financial advice»

However, accountants are not permitted to advise their client (whether they are an individual, body corporate or trustee) about any financial products or investments that a client may hold within that business.

Video answer: Cpa gives tax advice

Cpa gives tax advice

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