Web Events

PFP Boot Camp: PFP Standards and Responsibilities

Speakers: Tom Tillery
DeliveryType:  Video Webcast
    Select Date & Time:
  • $99.00-$129.00
    PFP Boot Camp: PFP Standards and Responsibilities 09:00 am - 11:00 am ET Product #: WC1380339
    Add to Calendar 05/08/2017 09:00:00 05/08/2017 11:00:00 America/New_York AICPA Webcast: PFP Boot Camp: PFP Standards and Responsibilities
    Register at http://www.aicpastore.com/PersonalFinancialPlanning/EstatePlanning/PRDOVR~PC-PFSE3/PC-PFSE3.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $99.00
    Non-Member: $129.00

This webcast is a part of the Personal Financial Planning Boot Camp webcast series.

This session discusses the professional responsibilities of a CPA financial planner and provides a comprehensive review of the Statement on Standards in Personal Financial Planning Services.

Learning Objectives

  • Recognize when professional standards apply in a practice setting
  • Recall the scope of the Statement on Standards
  • Identify various types of client engagements
  • Recognize potential areas of conflict in an engagement
  • Identify when disclosure is required


PFP section members and PFS credential holders receive a 20% discount:

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$129 $99

5 - 9

$115 $89

10 - 20

$109 $85

21 +

$105 $79

All group attendees must be sitting in the same room in order to obtain CPE credit.

Speaker Bio

Tom Tillery
Vice President, Financial Planning Advocate, LLC
Vice President & CCO, Paraklete® Financial, Inc.

Mr. Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council. Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs. Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).

System Requirements