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Webcast: PFP Boot Camp: PFP Fundamentals & Professional Responsibilities (WBPFSE115)
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When: 06/01/2015
10:30 AM until 1:00 PM
Where: Webcast
United States
Presenter: Tom Tillery, Dirk Edwards, Clark Blackman

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Registration Fees
Members $139
Non-Members $174

CPE: 3 hours
Level: Intermediate
Vendor: AICPA
Category: Specialized Knowledge & Applications
Prerequisites: Basic knowledge of the areas of personal financial planning (PFP).
Advanced prep: None

Who should attend: Financial planners preparing for the PFS exam or who need a refresher on PFP skills

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.

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.

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