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Webcast: PFP Boot Camp: PFP Fundamentals & Professional Responsibilities (WBPFSE114)
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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.

11/3/2014
When: 11/3/2014
10:30 AM until 1:00 PM
Where: Webcast
Presenter: Tom Tillery, Dirk Edwards, Clark Blackman


Online registration is closed.
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PFP Boot Camp: PFP Fundamentals & Professional Responsibilities

 

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.

 

Objectives:

Participants will learn how to process and analyze information, construct personal financial statements, and understand a written comprehensive financial plan. Additionally, it will review fiduciary practices, AICPA’s Professional Standards, including the Statement on Standards in PFP Services, and the role of the CPA/PFS as a trusted personal advisor.

 

Requisite Knowledge: Basic knowledge of the areas of personal financial planning (PFP).

 

Speaker: Tom Tillery, Dirk Edwards, Clark Blackman

Vendor: AICPA

Field of Study: Specialized Knowledge & Applications

Level: Intermediate

CPE Credits: 3

Yellow Book: No

 

Registration Fees

 

 

Members

$139

CPA Non-Members

$174

 

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