Personal Financial Planning Boot Camp Registration 

    Prepare for the PFS Exam or Just Freshen Your PFP Skills 


     

    Fall/Winter 2015 Boot Camps

    In-Person
    Class


    December 9-11, 2015
    Ohio Society of CPAs Office, Columbus, OH
    Class registration information, schedule and location
    PFP Section members call Ohio Society at 888-959-1212 for $100 discount

    - 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

     
    Video rebroadcast with instructor available for questions

    November 16 & 23 and December 7 & 14
    (classes are either 11:30-2pm or 2:30-5pm ET)

    Click here to register

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

    On the registration page, there are links to register for individuals sessions as well.

    $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 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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