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PFS credential preparation

PFP Boot Camp: Calculator and Time Value of Money Logo aicpa

  $0.00 - 129.00 |   CPE: 2.5 |   AICPA |   Apr 2017 |   Specialized Knowledge and Applications |   AICPA Store

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

Get hands-on, in-depth instruction on the basic use of the financial calculator and its application in comprehensive financial planning. Specific financial planning applications addressed in this course include: amortization; life needs analysis; funding for future purchases; education needs analysis; and, retirement needs analysis. Participants should be equipped with a Texas Instruments BA II Plus and/or a Hewlett-Packard HP 12c Platinum calculator for this course

Learning Objectives

This course will prepare you to do the following:

  • Apply time value of money calculations used to answer financial planning questions regarding meeting financial goals such as retirement and education, loans and mortgages, investment returns, etc.
  • Identify the calculations used for various financial planning goals and situations.
Key Topics
  • PFP Calculator
  • Time Value of Money
Who Will Benefit?
  • CPAs and PFS Credential candidates
Discounts 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