PFS Case Study and Exam - Live Option

REGISTER by 11/24: please note that registration for the PFS Case Study and Exam – Live Option will end on Tuesday, November 24th, if you are interested in this program please register at this time.

Also, please note that the cutoff date for PFS Sponsorship applications (an opportunity to get reimbursed for up to $2,000 in expenses) will expire on Tuesday, November 24th.

 If you have any questions, please contact: pfs@aicpa.org or call 888-777-7077, option 4.

Welcome to the AICPA Personal Financial Specialist Exam (with Case Study) Live Option - Online Registration!

The PFS Case Study and Exam beta program offered in 2008 received very high reviews and we will be offering this option again in 2009.  The exam is a 200 question six hour comprehensive exam.  The case study is a comprehensive personal financial planning case study hosted by the financial planning department at Texas Tech University.  This study will test your knowledge and communication skills covering the real-life situations faced by planners.  It is offered in a relaxed environment that allows discussion and collaboration with your peers and feedback and evaluation of your proposals and by both instructors and peers.  This is truly an advanced education opportunity and will challenge you regardless of you experience.

The first day, the PFS Exam will be administered and the following three days are dedicated to the PFS Case Study.

Course Objectives include:

Apply academic and professional knowledge to the development of a comprehensive financial plan.

• Integrate economic and client specific factors into a client plan
• Demonstrate competence in application of financial planning topics to meet client goals
• Present a comprehensive financial plan verbally
• Demonstrate professional competence, individually and as a team member

NEW:  You may qualify for the PFS Sponsorship program for an award of up to $2,000 to help with exam and case study costs.  Click here to download the sponsorship application (PDF). If you receive a sponsorship, it is paid as a reimbursement after the exam, so continue with registration payment process now. Click here for more information. 

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

If you have already taken the PFS exam and are ONLY interested in attending the 3 day case study only (live in Dallas) – please register via the Opt. Workshop tab.

NOTE:  PAYMENT OF THE EXAM FEE SERVES AS CONFIRMATION THAT YOU HAVE READ THE 2009 REGISTRATION & SCHEDULING TERMS & CONDITIONS.  VIEW THE REGISTRATION & SCHEDULING TERMS AND CONDITIONS AT THE PFS EXAM WEBSITE. 

Exam – Day 1- Monday, December 7, 2009

• 9:00 – 12:00 Exam Part 1, 100 questions
• 12:00- 1:00 Lunch Break
•  1:00 – 4:00 Exam Part 2, 100 questions
• 4:00 – 5:00 Team Assignments; Hand Out Case

Case Process – Day 2- Tuesday, December 8, 2009

• 8:30 – 12:00       
  • Case Discussion
  • First Client Contact: Discovery Process Economic Assumptions
  • Economic Assumptions
• 12:00- 1:00 LUNCH
•  1:00 – 5:00         
  • Cash Management: Financial Statement Prep/Analysis
  • Education Planning
  • Risk Management

Case Process- Day 3- Wednesday, December 9, 2009

• 8:30- 12:00
  • Retirement Planning (Financial independence)
  • Risk Assessments
  • Investment Analysis/Asset Allocation Prep
• 12:00- 1:00 LUNCH
•  1:00 – 5:00
  • Tax and Estate Planning
  • Case Integration

Case Process – Day 4-Thursday, December 10, 2009

• 8:30-  10:00 Recommendations and Action Plan
• 10:00 12:00 Oral Plan Presentations
• 12:00 – 1:00 LUNCH
• 1:00-  3:00 Oral Plan Presentations Continued
• 3:00 – 4:30 Plan Wrap Up Discussions

LOCATION
AICPA Offices
1720 Lake Pointe Drive, Suite 117
Lewisville, TX 75057

RECOMMENDED HOTEL ACCOMMODATIONS
Homewood Suites Dallas/Lewisville
700 Hebron Parkway
Lewisville, TX 75077
Hotel Phone: 972.315.6123
Hotel Reservations: 800.420.9013**
Hotel Room Rate: $129 single/double per night (must request AICPA Corporate Rate)

(**Attendees must reference AICPA when making reservations**)