New MACPA.org Launching 4/1! Stay tuned for a brand new online experience.

WEBCAST: 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
  1. When you complete this course you will be able to:
  2. Process and analyze information
  3. Construct personal financial statements
  4. Understand a written comprehensive financial plan
  5. Understand AICPA's Professional Standards
  6. Understand the role of the CPA/PFS as a trusted personal advisor
Major Topics
  1. Methods for gathering client data
  2. Working with clients to set goals
  3. AICPA Professional Standards=
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
TBD
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).
Location
Online
Event Information
When
Jun 6, 2016
10:30 am - 1:00 pm EST
Location
Online
Total CPE Credits
3
Format
Webcast Replay

MEMBER

$ (% off)
$139.00

NON-MEMBER

$ (% off)
$179.00
Become A Member

Register for this Event

WEBCAST: PFP Boot Camp: PFP Fundamentals & Professional Responsibilities

Cancellation & Transfer Policy Complaint Resolution Policy
Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×