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PFP Boot Camp: PFP Fundamentals & Professional Responsibilities (111W425A15)

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
  1. Process and analyze information Construct personal financial statements
  2. Understand a written comprehensive financial plan
  3. Understand AICPA's Professional Standards
  4. Understand the role of the CPA/PFS as a trusted personal advisor
Major Topics
  1. Methods for gathering client data Working with clients to set goals AICPA Professional Standards
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge and Applications*
3
Prerequisites
Basic knowledge of the areas of personal financial planning (PFP).
Location
Online
Event Information
When
Nov 16, 2015
11:30 am - 2:00 pm EST
Location
Online
Total CPE Credits
3
Format
Webcast Replay

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$ (% off)
$139.00

NON-MEMBER

$ (% off)
$174.00
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PFP Boot Camp: PFP Fundamentals & Professional Responsibilities (111W425A15)

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