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Webcast: PFP Boot Camp: PFP Fundamentals & Professional Responsibilities (WBPFPFUN16)
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 Export to Your Calendar 11/7/2016
When: 11/7/2016
9:30 AM until 12:00 PM
Where: Webcast
AICPA
1201559:BCC861EF36F5AAAD23C2A3350BB167E0
United States
Presenter: Thomas N. Tillery, CFP, CLU, ChFC, CRPC, LUTCF


Online registration is available until: 11/5/2016
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Acronym WBPFPFUN16
CPE 3 hours
Vendor AICPA
Category
Specialized Knowledge
Level Intermediate
Yellow Book No
Prerequisite Basic knowledge of the areas of personal financial planning (PFP).
Who should attend Financial planners preparing for the PFS exam or who need a refresher on PFP skills
Members $139
CPA Non-Members $179

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

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

When you complete this course you will be able to:

  • Process and analyze information
  • Construct personal financial statements
  • Understand a written comprehensive financial plan
  • Understand AICPA’s Professional Standards
  • Understand the role of the CPA/PFS as a trusted personal advisor

Topics

  • Methods for gathering client data
  • Working with clients to set goals
  • AICPA Professional Standards

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