Product Image

Personal Financial Planning Boot Camp

Date: June 01, 2016
Time: 11:30 AM - 02:00 PM ET
See Below To Add To Cart
Web Event Calendar
Print This Page

The AICPA's Personal Financial Planning Boot Camp 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 including 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.

These courses are designed for practitioners who want to brush up on the PFP body knowledge and for CPAs preparing for the PFS exam. Even if you are not taking the PFS exam, this is a great overview on how all areas of personal financial planning work together in order to serve your clients in excellence.

Learning Objectives
Attendees will participate in a complete 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 participants become more successful at assisting their clients to navigate personal financial decisions.

Field of Study: Taxes/Specialized Knowledge & Application
Level: Intermediate
Prerequisites: Basic knowledge of the areas of personal financial planning (PFP)

This product is not eligible for CPE credit.

PFP Section Members and PFS Credential Holders Save $80:
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
1 Find out more information on the PFP Member Section
Video Archive
Availability: Online Access
Live Webcast
AICPA Member:$679.00
Your Price:$849.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.