IDFA: Update on the Profession

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Includes a Live Event on 12/15/2020 at 1:00 PM (EST)

Join Carol Lee Roberts to discuss changes made in certification requirements,  upcoming changes in the exam blueprint and other initiatives for 2021.  Does not qualify for CE Credit.

Ross A. Riskin

DBA, CPA/PFS,CCFC, MS Tax

Ross Riskin is an Associate Professor of Taxation and the Director of the CFP and ChFC Education Programs at The American College of Financial Services. In addition to building engaging online education experiences and teaching courses in taxation and financial planning, Dr. Riskin’s research and professional expertise focus on tax planning with respect to college and student loan advising. He is also a Partner at Riskin & Riskin, PC and is the Founder of the American Institute of Certified College Financial Consultants (AICCFC).

Dr. Riskin is recognized as a thought leader and expert in the areas of tax planning, college planning, and student loan advising, and he is the author of The Adviser’s Guide to Education Planning: 1st Edition, which is published by the AICPA. Dr. Riskin has presented to over 12,000 individuals through webinars, conferences, and in the classroom. He has been quoted in media outlets such as the Wall Street Journal, CNBC, Yahoo Finance, US News, The New York Times, and Investment News, and has also been published in prestigious journals such as the Journal of Wealth Management, Journal of Financial Planning, Journal of Accountancy, Tax Notes, and the Journal of Multistate Taxation and Incentives.

In addition to being a CPA/PFS and Certified College Financial Consultant (CCFC), Dr. Riskin received a Bachelor of Science in Accounting degree from Fairfield University, a Master of Science in Taxation degree from Bentley University, and a Doctorate of Business Administration in Finance degree from Sacred Heart University.

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IDFA UPDATE: A look at the certification in 2020 and initiatives for 2021
12/15/2020 at 1:00 PM (EST)   |  60 minutes
12/15/2020 at 1:00 PM (EST)   |  60 minutes