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PFS credential preparation

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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PFP Boot Camp: Estate and Charitable Planning

Written by an expert author, this webcast session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels.

Webcast PFS credential preparation

PFP Boot Camp: Retirement and Elder Planning

Written by an expert author, this webcast will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides...

Webcast PFS credential preparation

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

This session of the Boot Camp webcast series addresses risk management. Review various types of insurance and how insurance is used in financial planning to manage risk.

Webcast PFS credential preparation

PFP Boot Camp: Investment and Education Planning

Explore the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis in this webcast. It will...

Webcast PFS credential preparation

PFP Boot Camp: PFP Process, Concepts, and Environment

An introductory session to the personal financial planning process. It reviews methods of gathering client data, the regulatory landscape for personal financial...

Webcast PFS credential preparation

PFP Boot Camp: Calculator and Time Value of Money

Get in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.

Webcast PFS credential preparation

PFP Boot Camp: PFP Standards and Responsibilities

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

Webcast PFS credential preparation

PFS Exam Review Materials

Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.

Publication PFS credential preparation

Personal Financial Planning Boot Camp

The Personal Financial Planning Boot Camp webcast is an informative and highly engaging review of all personal financial planning (PFP) topics. Includes estate,...

Webcast PFS credential preparation

PFP Boot Camp: Calculator and Time Value of Money

Get in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.

Course – Online PFS credential preparation

PFP Boot Camp: Estate and Charitable Planning

Written by expert authors, this session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels.

Course – Online PFS credential preparation

PFP Boot Camp: Investment and Education Planning

This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. It will...

Course – Online PFS credential preparation