PFP Boot Camp: PFP Fundamentals & Professional Responsibilities
Description
This is an introductory session to the personal financial planning process. It reviews methods of gathering client data and instructions on how to work with clients to set goals.
Learning Objectives
Upon completion of this webcast, participants will be able to:
Process and analyze information Construct personal financial statements
Understand a written comprehensive financial plan
Understand AICPA's Professional Standards
Understand the role of the CPA/PFS as a trusted personal advisor
Major Topics
Methods for gathering client data
Working with clients to set goals
AICPA Professional Standards
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Specialized Knowledge and Applications*
3
Who Should Attend
Financial planners preparing for the PFS exam or who need a refresher on PFP skills.
Instructor(s)
Thomas Tilery
Prerequisites
Basic knowledge of the areas of personal financial planning (PFP).
