The AICPA's Personal Financial Planning Boot Camp series is an informative and highly engaging review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as the new Statement on Standards in PFP Services.
Experienced instructor and practitioner Tom Tillery illustrates concepts with real-life scenarios and practical guidance, the instructor will both improve your retention for the Personal Financial Specialist (PFS) credential exam and enable you to increase productivity and income back in your office. The course is based on the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another.
This program is a complete and systemic review of all topics that relate to personal financial planning, dispelling perceptions that it primarily deals with managing and selling investment and insurance products. This knowledge will help you become more successful at assisting your clients to navigate personal financial decisions.
PFP Section Members and PFS Credential Holders Save $100.00: When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or firstname.lastname@example.org