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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
This course addresses the following areas:
Course materials include:
An optional study aid is also available:
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 firstname.lastname@example.org or call 888-777-7077, option 4.