The 2-day interactive forum will prepare you for success as a personal financial planner! Implementing PFP Services: Step-by-Step Plans for Success has been tailored to meet your distinct needs, helping you gain technical knowledge and translate that into a profitable practice that provides clients with quality service.
The two days will include interactive opportunities to explore different models and to learn best practices. The first day will provide the basics of building an effective financial planning practice. Day two is highlighted by an interactive session with CPAs representing six different ways of doing business in personal financial planning.
You can choose to attend the Implementing PFP Services forum as a separate event, or stay for the remainder of the AICPA Advanced Personal Financial Planning Conference on January 20-22 (for an additional fee of $695).
Who Should Attend:
CPAs who provide estate, retirement, tax, investment and/or insurance advice to individuals and need to strengthen their practice to serve their clients and their bottom line more effectively; CPAs and financial professionals who are adding, expanding or formalizing personal financial planning services within their firms; CPAs and financial professionals who want to hear how other CPA financial planners have been successful.
Tax, PFP Section Members or PFS Credential Holders save an additional $100.00: When you log into this website with your AICPA member user account, the section/credential 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 email@example.com.
Find out more information on the Tax Member Section or PFP Section.