Product Image

Personal Financial Planning Boot Camp

Date: June 06, 2016
Time: 10:30 AM - 01:00 PM ET
Recommended CPE Credit: 20
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.

Webcasts included in this series:

June 6
10:30 AM ET
PFP Boot Camp: PFP Fundamentals & Professional Responsibilities
June 6
1:30 PM ET
PFP Boot Camp: Time Value of Money Concepts and Calculations
June 13
10:30 AM ET
PFP Boot Camp: Income Tax Planning
June 13
1:30 PM ET
PFP Boot Camp: Estate and Charitable Planning
June 20
10:30 AM ET
PFP Boot Camp: Retirement Planning and Employee Benefits
June 20
1:30 PM ET
PFP Boot Camp: Investment Planning
June 27
10:30 AM ET
PFP Boot Camp: Insurance Planning

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 (Live Bundle) or $80 (Archives):
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
Take the PFS Exam for Free!
Register for either the complete PFP Boot Camp webcast bundle or the video archive and get the PFS exam for free. Offer valid for the summer 2016 exam window and first-time registrants only.  To receive your free PFS Exam registration, you must place either of these qualifying products and the PFS Exam in your online shopping cart.

A limited number of $200, $400 and $600 Exam Sponsorships are available for PFP Section members who prepare for and complete the exam. This will reimburse some of your costs after the exam is completed. Apply today!

Individual Bundle CPE
Video Webcast ,
Availability: Online Access
Live Webcast
AICPA Member:$719.00
Your Price:$929.00
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.