Personal Financial Planning Boot Camp Registration 

    Prepare for the PFS Exam or Just Freshen Your PFP Skills 


     

    November 2014 Boot Camps

      June 2015 Boot Camps

    In-Person
    Class


    These classes have completed.

    June 17-19, 2015    
    Colorado Society of CPAs Office near Denver
      Check back for registration information!

    - Non-AICPA/state society members price is $1,095

    - AICPA and state society members - $876 (20% off)

    - PFP Section & CPA/PFS credential  holders - $776 

     

    Online Virtual
    Group Study

     
    Video rebroadcast with instructor available for questions

    November 3, 11, 18, 24
    (classes are either 11:30-2pm
    or 2:30-5pm ET

    Purchase the entire PFP Boot Camp for:

    $795 for AICPA members
    $695 for PFP/PFS members

    Purchase individual sessions for:

    $139 for AICPA members
    $119 for PFP/PFS members

    11/3 11:30 am ET   
    PFP Fundamentals & Professional Responsibilities
    11/3  2:30 pm ET   
    Time Value of Money Concepts and Calculations
    11/11 11:30 am ET
    Income Tax Planning
    11/11 2:30 pm ET  
    Estate & Charitable Planning
    11/18 11:30 pm ET
    Retirement Planning and Employee Benefits
    11/18 2:30 pm ET  
    Investment Planning
    11/24 11:30 pm ET
    Insurance Planning

    Sessions purchased will be available as an archived file
    (no CPE) if you cannot make
    the rebroadcast date.

     


    For more information on these classes, go to www.aicpa.org/pfp/pfsreview

    These classes qualify for reimbursement of $400 (online) and $600 (in-person) under the PFS Exam Sponsorship program (other qualifications also need to be met).




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