AICPA Certificate Programs

PFS Experienced CPA Education

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.

Your Experienced CPA Pathway to the PFS credential starts here

As an experienced CPA working with individuals and families, you engage with your clients on a wide variety of PFP topics – tax, retirement, estate, investment, and risk management planning, among others. This course will provide the framework to tie these conversations together and enhance your knowledge of personal financial planning.

Why take this course?

This course is the required education for the PFS credential’s Experienced CPA Pathway. In addition, it will prepare you for the streamlined PFS Experienced CPA Assessment.

This course is one step forward as you deepen your client relationships, obtain the CPA/PFS credential, and provide your clients with the objective and trusted financial planning they expect from you as a CPA.

Program features

This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course. Completion of this course will result in a digital badge as well.

This series of courses includes:
  • Personal Financial Planning Standards and Responsibilities
  • Regulatory and Fiduciary Landscape
  • The Personal Financial Planning Process and Data Gathering
  • Assumptions, Time Value of Money, and Cash Management Strategies
  • Personal Financial Planning in Practice

If you’re a CPA seeking to obtain the PFS credential and meet the longer experience requirement, the Experienced CPA Pathway provides an alternative pathway to meeting the exam and education requirements. Go here for details.

Who Will Benefit
  • CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning
  • CPAs seeking the PFS credential
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.
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.
$189.00 - Member Price
$289.00 - Nonmember Price

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