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. Upon completion of this webcast, participants will be able to:
  2. Process and analyze information Construct personal financial statements
  3. Understand a written comprehensive financial plan
  4. Understand AICPA's Professional Standards
  5. 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
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.
Course Level
Intermediate
Instructor(s)
Thomas Tilery
Prerequisites
Basic knowledge of the areas of personal financial planning (PFP).
Location
Online Course
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When
Nov 7, 2016
10:30 am - 1:00 pm
Location
Online Webcast,
Total CPE Credits
3
Format
Webcast
Instructor
Thomas Tilery

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PFP Boot Camp: PFP Fundamentals & Professional Responsibilities


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