PFS Exam Review Class
October 28, 2013 1:00pm
October 30, 2013 3:00pm
This class is an informative and highly engaging review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process. By illustrating concepts with real-life scenarios, the instructor will both improve your retention for the Personal Financial Specialist (PFS) credential exam and enable you to increase productivity and income back in your office. The course is based on the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another.
Daily Seminar Times:
Monday, Oct. 28: 1 - 5:30 p.m.
Tuesday, Oct. 29: 7:30 a.m. - 5:30 p.m.
Wednesday, Oct. 30: 7:30 a.m. - 3 p.m.
Nonmember Fee: $1,095
State Society and/or AICPA Member: $876
AICPA PFP Section Member: $776
To receive discounted fees, complete this form or contact the ASCPA at 602-324-6042.
ObjectivesAttendees will participate in a complete review of all topics that relate to personal financial planning, dispelling perceptions that it primarily deals with managing and selling investment and insurance products. This knowledge will help participants become more successful at assisting their clients to navigate personal financial decisions.
HighlightsTaxation of individuals and businesses and the tax aspects of investments, life insurance, annuities, and securities. Gift, estate, and generation skipping tax strategies and techniques. The estate planning process and documents needed. Retirement needs analysis, tax-deferred retirement options, and employee and government benefit programs. Investment basics and concepts critical to client discussions. Risk management concepts and the role various type of insurance play in the overall financial plan. The financial planning process and the CPA's professional responsibilities. How to use the financial calculator to answer client questions.
CPAs interested in passing the PFS exam and becoming a CPA/PFS credential holder. CPAs with experience in tax planning and an interest in understanding how all of the areas of personal financial planning work together to meet their clients' needs.
Basic knowledge of the areas of personal financial planning (PFP) including tax, estate, retirement, investments, and insurance planning will provide the best experience if preparing for the PFS exam.
If the goal is simply an overview of PFP topics, then a basic understanding of one or more areas of PFP will suffice, though the course is fast-paced.