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.
This course will prepare you to do the following:
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 firstname.lastname@example.org.