PFS Case Study and Exam - Live Option

Thank you for your interest in the PFS Case Study and Exam - Live Option. Registration has closed.
If you have any questions about this event or future case study courses, please contact: pfs@aicpa.org or call 888-777-7077, option 4.

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

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**)