The AICPA's Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as including the new Statement on Standards in PFP Services. An integrated approach ensures that the income tax planning elements are addressed in every area as well as the overall impacts of decisions made in any one area.
Written by expert authors Tom and Susan Tillery, these experienced instructor and practitioners illustrate concepts with real-life scenarios and practical guidance, the instructors will both improve your retention for the Personal Financial Specialist (PFS) credential exam and enable you to increase productivity and income back in your office. The course is based on the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another.
These courses are designed for practitioners who want to brush up on the PFP body knowledge and for CPAs preparing for the PFS exam. Even if you are not taking the PFS exam, this is a great overview on how all areas of personal financial planning work together to serve your clients in excellence.
This course will prepare you to:
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