Personal Financial Planning Boot Camp Registration 

    Prepare for the PFS Exam or Just Freshen Your PFP Skills 



     

    November 2014 Boot Camps

    In-person Class


    Ohio Society of CPAs
    Columbus, OH
    November 5-7, 2014

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

    - AICPA and state society members
       Register online for 20% discount ($876)

    - PFP Section & CPA/PFS credential  holders
       Register via phone    (888-959-1212 / 614-791-1212) for
       discounted $776 price

    Online Virtual Group Study

    Video rebroadcast with instructor available for questions
    May 22, 29
    (classes are either 11:30-2pm or 2:30-5pm ET)

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

    5/22 (11:30am and 2:00pm ET, respectively):
       Retirement Planning and Employee
       Benefits
       Investment Planning

    5/29 (11:30 am ET)
       Insurance Planning

    Following the last class, the entire series will be available for purchase as a non-cpe study tool.

    Video rebroadcast with instructor available for questions
    November 3, 11, 18, 24
    (classes are either 11:30-2pm or 2:30-5pm ET)

    Save the dates until registration is open



    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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