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


    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

    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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