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PFS credential preparation

PFP Boot Camp: Personal Financial Planning Process, Concepts and Environment Logo aicpa

  $125.00 - 155.00 |   CPE: 2.5 |   AICPA |   Mar 2017 |   Specialized Knowledge and Applications |   AICPA Store
Who Will Benefit?
  • CPAs and PFS Credential candidates
Key Topics
  • PFP Process, Concepts and Environment
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

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.

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