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PFS credential preparation

Personal Financial Planning Boot Camp Logo aicpa

  Free |   AICPA |   04 May 2017 |   AICPA Store

The AICPA's Personal Financial Planning Boot Camp is an informative, highly engaging and fast-paced 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.

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

DISCOUNTS

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.

Topics covered:
  • Personal financial planning: Technical: Estate planning, Intermediate
  • Personal financial planning: Technical: Charitable planning, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning, Intermediate
  • Personal financial planning: Technical: Compensation & benefits, Intermediate
  • Personal financial planning: Technical: Investment planning, Intermediate
  • Personal financial planning: Technical: Retirement planning, Intermediate
  • Personal financial planning: Technical: Elder & special needs planning, Intermediate
  • Personal financial planning: Technical: Specialized planning issues: Education planning, Intermediate
  • Personal financial planning: Technical: Practice management & professional standards, Intermediate
  • Personal financial planning: PFS credential preparation

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