PFS Experienced CPA Education

Available for 1 year after purchase date

**OnDemand**

6.5 Credits

Member Price $239.00

Non-Member Price $289.00

Overview

A practical, informative and engaging learning experience to enhance your personal financial planning knowledge and help you use fundamental concepts in a systematic planning process to benefit your clients.

Highlights

Key Topics

Identify the principles set out in the AICPA Code of Professional Conduct.
Apply Statement on Standards in Personal Financial Planning Services No. 1.
Determine how fiduciary practices apply to personal financial planning.
Identify the steps that make up the personal financial planning process and the key elements of these steps.
Determine the various assumptions used in personal financial planning decisions.
Determine an appropriate personal financial plan based on client information, financial facts, and personal goals.

Prerequisites

Financial planning knowledge

Designed For

Who Will Benefit

CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning
CPAs seeking the PFS credential

Objectives

Learning Outcomes

Identify the principles set out in the AICPA Code of Professional Conduct.
Apply Statement on Standards in Personal Financial Planning Services No. 1.
Determine how fiduciary practices apply to personal financial planning.
Identify the steps that make up the personal financial planning process and the key elements of these steps.
Determine the various assumptions used in personal financial planning decisions.
Determine an appropriate personal financial plan based on client information, financial facts, and personal goals.