Web Events

Personal Financial Planning Boot Camp

Speakers: Tom Tillery
DeliveryType:  Video Webcast
    Select Date & Time:
  • $719.00-$929.00
    Personal Financial Planning Boot Camp 09:00 am - 05:30 pm ET Product #: VPFSESERIES007
    Add to Calendar 05/01/2017 09:00:00 05/01/2017 17:30:00 America/New_York AICPA Webcast: Personal Financial Planning Boot Camp
    Register at http://www.aicpastore.com/PersonalFinancialPlanning/PracticeFinancialPlanning/PRDOVR~PC-PFSESERIES/PC-PFSESERIES.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $719.00
    Non-Member: $929.00

The AICPA's Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as including the new Statement on Standards in PFP Services. An integrated approach ensures that the income tax planning elements are addressed in every area as well as the overall impacts of decisions made in any one area.

Experienced instructor and practitioners Tom and Susan Tillery illustrate concepts with real-life scenarios and practical guidance, the instructors 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 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

Included in this series:

PFP Boot Camp: PFP Process, Concepts, and Environment

May 1 | 9:00 AM - 11:00 AM

PFP Boot Camp: Calculator and Time Value of Money

May 1 | 12:30 PM - 2:30 PM

PFP Boot Camp: PFP Standards and Responsibilities

May 8 | 9:00 AM - 11:00 AM

PFP Boot Camp: Estate and Charitable Planning

May 8 | 1:00 PM - 5:00 PM

PFP Boot Camp: Retirement and Elder Planning

May 15 | 8:30 AM - 12:30 PM

PFP Boot Camp: Investment and Education Planning

May 15 | 1:30 PM - 5:30 PM

PFP Boot Camp: Risk Management/Employee and Business-Owner Planning

May 22 | 9:00 AM - 1:00 PM


PFP Section Members and PFS Credential Holders, save $100:

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.

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