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Personal Financial Planning Boot Camp

DeliveryType:  Online Subscription
  • $679.00-$849.00
    Personal Financial Planning Boot Camp Archives 10:30 am - 11:59 pm ET Product #: VPFSEARCHIVES
    Add to Calendar 12/31/2016 10:30:00 12/31/2016 23:59:00 America/New_York AICPA Webcast: Personal Financial Planning Boot Camp Archives
    This class is an informative and highly engaging systematic review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, including the new Statement on Standards in PFP Services.
    Register at http://www.aicpastore.com/PersonalFinancialPlanning/PracticeFinancialPlanning/personal-financial-planning-boot-camp/PRDOVR~PC-PFSESERIES/PC-PFSESERIES.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $679.00
    Non-Member: $849.00

The AICPA's Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as including the new Statement on Standards in PFP Services.

Experienced instructor and practitioner Tom Tillery illustrates concepts with real-life scenarios and practical guidance, the instructor will both improve your retention for the Personal Financial Specialist (PFS) credential exam and enable you to increase productivity and income back in your office. The course is based on the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another.

These courses are designed for practitioners who want to brush up on the PFP body knowledge and for CPAs preparing for the PFS exam. Even if you are not taking the PFS exam, this is a great overview on how all areas of personal financial planning work together in order to serve your clients in excellence.

Learning Objectives

Attendees will participate in a complete review of all topics that relate to personal financial planning, dispelling perceptions that it primarily deals with managing and selling investment and insurance products. This knowledge will help participants become more successful at assisting their clients to navigate personal financial decisions.

Field of Study: Taxes/Specialized Knowledge & Application

Level: Intermediate

Prerequisites: Basic knowledge of the areas of personal financial planning (PFP)

Important Information on Your CPE Credit

Discounts

PFP Section Members and PFS Credential Holders Save $100 (Live Bundle) or $80 (Archives):
When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org Find out more information on the PFP Member Section

A limited number of $200, $400 and $600 Exam Sponsorships are available for PFP Section members who prepare for and complete the exam. This will reimburse some of your costs after the exam is completed. Apply today!

System Requirements