Personal Financial Planning Boot Camp Registration 

    Prepare for the PFS Exam or Just Freshen Your PFP Skills 


    November 2014 Boot Camps


    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 / 614-764-2727) for
       discounted $776 price


    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.


    On-Demand Study
    Aid (no-CPE)

    An online on-demand recording of the entire PFP Boot Camp is available to purchase as a study aid for the exam. You can listen at your own convenience; however, no CPE or instructor will be available.

    Purchase this on-demand PFP Bootcamp recording for:

    $525 for AICPA members
    $425 for PFP/PFS members

    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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