Personal Financial Planning Boot Camp Registration 

Prepare for the PFS Exam or Just Freshen Your PFP Skills 


Upcoming Boot Camp Sessions


Date/location to be announced soon!

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

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

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



Video rebroadcast with instructor available for questions

Date/location to be announced soon!

Purchase individual PFP Boot Camp Sessions below

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

PFP Fundamentals & Professional Responsibilities 
Time Value of Money Concepts and Calculations 
Income Tax Planning
Estate & Charitable Planning
Retirement Planning and Employee Benefits
Investment Planning
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 also offer 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

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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