This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

PFS credential preparation

PFP Boot Camp: PFP Standards and Responsibilities Logo aicpa

  $129.00 |   CPE: 2.5 |   AICPA |   Dec 2017 |   Specialized Knowledge and Applications |   AICPA Store

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.

Learning Objectives

This course will prepare you to do the following:

  • Apply professional standards in practice setting
  • Illustrate professional conduct
Key Topics
  • PFP Standards
  • Professional Responsibilities
Who Will Benefit?
  • CPAs and PFS Credential candidates

PFP section members and PFS credential holders receive a 20% discount:

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

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