Fundamentals of Personal Financial Planning
A broad spectrum of personal financial planning topics covered in a short, examples-based course.
Format
Online
NASBA Field of Study
Specialized Knowledge
Level
Basic
CPE Credits
7
Author(s)
Susan M. Tillery, Tom Tillery
Availability
1 year
Product Number
PFPESS224SSO
A survey of core personal financial planning topics
The Fundamentals of Personal Financial Planning series will help you gain fundamental knowledge in all essential elements of personal financial planning to better serve your existing clients with expanded services.
In this CPE self-study series, you will learn about a broad spectrum of personal financial planning topics, including how they relate to the AICPA Statement on Standards in Personal Financial Planning Services:
- Financial planning process and standards
- Estate and charitable planning
- Investment and education planning
- Retirement and elder planning
- Risk management and employee and business-owner planning
Covering disparate areas of personal financial planning
This series will help you deepen your client relationship for higher client satisfaction and create a foundation for additional in-depth training to build additional proficiency.
This series of courses includes:
- Essentials of Personal Financial Planning
- Estate and Charitable Planning
- Risk Management/Employee and Business-Owner Planning
- Investment and Education Planning
- Retirement and Elder Planning
Who Will Benefit
CPAs, financial planners, and qualified professionals with interest in personal financial planning
Key Topics
- Financial planning process and standards
- Estate and charitable planning
- Investment and education planning
- Retirement and elder planning
- Risk management and employee and business-owner planning
Learning Outcomes
- Recall the steps in the PFP process.
- Recognize the role of the AICPA Statements on Standards in Personal Financial Planning Services (SSPFPS) No. 1.
- Recognize the tax consequences of common estate planning strategies
- Identify basic estate and gifting strategies and their respective advantages.
- Identify the steps in the risk management planning process.
- Distinguish the phases of the investment planning process.
- Recall the different types of personal retirement investment accounts, asset types, and government benefits available for clients.
- Recognize key factors that personal financial planners must consider when creating, implementing, and monitoring retirement plans.
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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