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PFS credential preparation

PFP Boot Camp: Personal Financial Planning Process, Concepts and Environment 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 is an introductory session to the personal financial planning process. Written by an expert author, it reviews methods of gathering client data, the regulatory landscape for personal financial planners, the economic environment and consumer protection issues.

Learning Objectives

This course will prepare you to do the following:

  • Understand the comprehensive financial planning process and its value in helping clients meet their financial goals
  • Facilitate prioritization of client's financial goals and objectives based on the collective qualitative data collected
  • Understand government and state regulation
  • Identify when registration, licensing, reporting and compliance is required
  • Develop the appropriate list of assumptions to use based on the client's financial situation and goals
  • Understand basic economic concepts, including supply and demand, price and income elasticity, marginal utility, etc.
  • Understand and articulate remedies to identity theft
Key Topics
  • PFP Process, Concepts and Environment
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


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