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PFS credential preparation

PFP Boot Camp: PFP Standards and Responsibilities Logo aicpa

  $99.00 - 129.00 |   CPE: 2.5 |   AICPA |   Mar 2017 |   Specialized Knowledge and Applications |   AICPA Store
Who Will Benefit?
  • CPAs and PFS Credential candidates
Key Topics
  • PFP Standards
  • Professional Responsibilities
Learning Objectives

This course will prepare you to do the following:

  • Apply professional standards in practice setting
  • Illustrate professional conduct

This CPE course is a part of the Personal Financial Planning Boot Camp 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.

Topics covered:
  • Personal financial planning: Technical: Practice management & professional standards, Intermediate
  • Personal financial planning: PFS credential preparation