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PFS credential preparation

PFP Boot Camp: Retirement and Elder Planning Logo aicpa

  $125.00 - 155.00 |   CPE: 5.0 |   AICPA |   Mar 2017 |   Specialized Knowledge and Applications |   AICPA Store
Who Will Benefit?
  • CPAs and PFS Credential candidates
Key Topics
  • Retirement Planning
  • IRAs
  • Non-Qualified Plans
  • Elder Care
  • Chronic Illness & Special Needs
Learning Objectives

This course will prepare you to do the following:

  • Identify the retirement planning process
  • Differentiate modeling techniques relating to financial analyses
  • Select sound values for assumptions in financial needs analyses
  • Identify the concept of life expectancy and probability of living until certain ages for individuals and couples
  • Analyze available savings vehicles based on client goals and tax considerations
  • Analyze the need for housing and provide recommendations as to which type is indicated by facts and circumstances

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

Written by expert authors, this session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. You will gain instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans. Further, the Elder, Special Needs and Chronic Illness Planning addresses the needs of elderly clients or clients who have special needs. Finally, this course addresses types of care, housing decisions, personal finances and healthcare choices.

Topics covered:
  • Personal financial planning: Technical: Retirement planning, Intermediate
  • Personal financial planning: Technical: Elder & special needs planning, Intermediate
  • Personal financial planning: PFS credential preparation