Description
An informative and engaging learning experience that will enhance your knowledge of personal financial planning. Learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients.
Designed For
- CPA with the additional experience needed to qualify for the PFS credential's Experienced CPA Pathway
Objectives
- Apply the AICPA Code of Conduct Professional Conduct to financial planning engagements with clients.
- Recall the regulatory exclusion that exempts an adviser from registering as an investment adviser.
- Recognize the steps in the personal financial planning process.
- Recognize a personal financial planning service.
- Select the type of personal financial planning engagement which is most appropriate based on the case study's facts and circumstances.