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PFS credential preparation

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

  $125.00 - 155.00 |   CPE: 2.5 |   AICPA |   Apr 2017 |   Specialized Knowledge and Applications |   AICPA Store
Who Will Benefit?
  • CPAs and PFS Credential candidates
Key Topics
  • PFP Calculator
  • Time Value of Money
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.

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

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

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