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Financial Planning: Process and Environment

Author/Moderator: Craig Lemoine and Don Taylor, Editors
Publisher: AICPA
Availability: Varies by Format (See Below)
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This course is offered as a partnership with AICPA and The American College. It uses the same material as The American College's course HS 300, however, the format has been adapted to better meet the needs of CPAs. (Please note that this course is not part of any matriculated designation or degree program offered by The American College.)

This course covers the basic concepts of the Financial Planning Process. It is updated every 18-24 months to include reference to current laws; however, the basic concepts and principles do not change significantly from previous editions.

PFS Holders/PFP Section Members Save - $50 on the course, $15 on the CD, and $20 DVD study aids
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 difficulties, please contact the AICPA Service Center at 888-777-7077 or

>>Find out more information on the Personal Financial Planning Member Section and the PFS credential.

This course addresses the following areas:

  • Provides an overview of the financial planning process, including communication techniques, ethics, risk tolerance, time-value-of-money concepts, financial planning applications, regulatory issues and the legal and economic environment for financial planning.
  • Offers an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision making.
  • Includes the AICPA Statement on Standards in PFP Services

Course materials include:

  • Course book with CPE materials
  • Textbook: Financial Planning: Process and Environment
  • Supplement

An optional study aid is also available:

  • A 3 CD audio review set covering all 11 chapters of the book

Note that these optional materials do not provide any CPE credit and will not increase the CPE hours if purchased along with the course. They are available as a learning aid for the course #757200013.

This course is one of a series of personal financial planning courses offered with The American College. This series is designed to provide a solid educational foundation for the Personal Financial Specialist (PFS) credential. The other courses in the series are:

If you have any inquiries, please direct them to or call 888-777-7077, option 4.

NASBA Field of Study: Specialized Knowledge and Applications
Level: Basic
Recommended CPE Credit: 20.5
Financial Planning: Process and Environment
(CPE included)
Text ,
Product# 757200013
Availability: Not in Stock
AICPA Member:$200.00
Your Price:$250.00
Financial Planning: Process and Environment
Optional Audio Review CD Set (no CPE)
Product# 757201013
Availability: In Stock
AICPA Member:$70.00
Your Price:$87.50
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