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Personal Financial Planning Boot Camp

Type: Video Webcast
Date: November 03, 2014
Time: 11:30 AM - 02:00 PM ET
Recommended CPE Credit: Taxes: 9 ; Specialized Knowledge & Applications: 11
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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.

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.

The Webcasts:

PFP Boot Camp: PFP Fundamentals & Professional Responsibilities
Audio Webcast
Monday, November 3, 2014
11:30 AM - 2:00 PM (ET)
This is an introductory session to the personal financial planning process. It reviews methods of gathering client data and instructions on how to work with clients to set goals.

PFP Boot Camp: Time Value of Money Concepts and Calculations
Audio Webcast
Monday, November 3, 2014
2:30 PM - 4:10 PM (ET)
This session provides in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.

PFP Boot Camp: Income Tax Planning
Audio Webcast
Tuesday, November 11, 2014
11:30 AM - 2:00 PM (ET)
This deep-dive session examines the federal income tax system, with particular reference to the taxation of individuals and businesses. Participants will also get an in-depth review of the various tax-related aspects of investments, life insurance, annuities and securities.

PFP Boot Camp: Estate and Charitable Planning
Audio Webcast
Tuesday, November 11, 2014
2:30 PM - 5:05 PM (ET)
This session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels. Charitable planning is also explored, with a review of various vehicles and trusts which have been created: lead trusts, remainder trusts, pooled income funds, private foundations and charitable gift annuities.

PFP Boot Camp: Retirement Planning and Employee Benefits
Audio Webcast
Tuesday, November 18, 2014
11:30 AM - 2:00 PM (ET)
This session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play. The retirement planning section covers tax-deferred retirement plans, IRAs, and non-qualified plans.

PFP Boot Camp: Investment Planning
Audio Webcast
Tuesday, November 18, 2014
2:30 PM - 5:15 PM (ET)
This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis.

PFP Boot Camp: Insurance Planning
Audio Webcast
Monday, November 24, 2014
11:30 AM - 2:00 PM (ET)
This session addresses risk management. Various insurance products will be reviewed, including life, disability and medical insurance, as well as the types of contracts available; and how insurance is used in financial planning to manage risk.

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

Important Information on Your CPE Credit

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 service@aicpa.org
1 Find out more information on the PFP Member Section


Personal Financial Planning Boot Camp
Individual Bundle CPE
Video Webcast
Product# VPFSESERIES002
Availability: Online Access
Live Webcast
Regular:$995.00
AICPA Member:$795.00
Your Price:$995.00
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