Personal Financial Planning Boot Camp Registration 

    Prepare for the PFS Exam or Just Freshen Your PFP Skills 


     

    June 2015 Boot Camps

    In-Person
    Class


    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

    June 1, 8, 15, 22
    (classes are either 11:30-2pm or 2:30-5pm ET)

    Link to purchase the entire PFP Boot Camp coming soon:

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

    Links to purchase individual sessions coming soon:

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

    6/1   11:30 am ET   PFP Fundamentals & Professional Responsibilities 
    6/1   2:30 pm ET     Time Value of Money Concepts and Calculations 
    6/8   11:30 am ET   Income Tax Planning 
    6/8   2:30 pm ET     Estate & Charitable Planning 
    6/15 11:30 pm ET   Retirement Planning and Employee Benefits 
    6/15 2:30 pm ET     Investment Planning 
    6/22 11:30 pm ET   Insurance Planning

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

    Online On-Demand


    For those that do not need the CPE and want to experience the PFP Boot Camp on your own time, we will be offering the PFP Boot Camp as an on-demand recording of all seven sessions.

    Purchase the on-demand recording of the PFP Boot Camp at CPA2Biz.

    $679 for AICPA members
    $599 for PFP/PFS members (Save $80)



    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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