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PFP Boot Camp: PFP Fundamentals & Professional Responsibilities (11W066-14)

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. Participants will learn how to process and analyze information, construct personal financial statements, and understand a written comprehensive financial plan
  2. Additionally, it will review fiduciary practices, AICPA's Professional Standards, including the Statement on Standards in PFP Services, and the role of the CPA/PFS as a trusted personal advisor
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 3, 2014
11:30 am - 2:00 pm EST
Location
Online
Total CPE Credits
3
Format
Webcast Replay

MEMBER

$ (% off)
$139.00

NON-MEMBER

$ (% off)
$174.00
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PFP Boot Camp: PFP Fundamentals & Professional Responsibilities (11W066-14)

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