PFP Boot Camp: PFP Process, Concepts, and Environment
Description
This is an introductory webcast to the personal financial planning process. It reviews methods of gathering client data, the regulatory landscape for personal financial planners, the economic environment and consumer protection issues.
Learning Objectives
Upon completion of this course, participants will be able to:
Understand the comprehensive financial planning process and its value in helping clients meet their financial goals
Facilitate prioritization of client’s financial goals and objectives based on the collective qualitative data collected
Understand government and state regulation
Identify when registration, licensing, reporting and compliance is required
Develop the appropriate list of assumptions to use based on the client’s financial situation and goals
Understand basic economic concepts, including supply and demand, price and income elasticity, marginal utility, etc
Understand and articulate remedies to identity theft
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Business & Industry
CPE Field of Study
Specialized Knowledge
2.0
Instructor(s)
Thomas Tillery
Prerequisites
Basic knowledge of the areas of personal financial planning (PFP).
