|This class covers all areas in the PFP body of knowledge in a systematic and highly engaging approach. It will help attendees focus their exam preparation on those areas where the most effort is needed. Even if you are not taking the PFS exam, it is a great overview on how all areas of personal financial planning work together to meet your clients needs.
These classes are held annually in May and November before the exam so that you can sit for the PFS exam soon after taking the class.
Save these dates for the 2014 classes (registration links coming soon):
- May 14-16 in Denver, CO
- November 5-7 in Columbus, OH
Instructor Tom Tillery, an experienced practitioner, will provide an interactive and practical classroom experience with real-life examples.
Pre-requisite: Attendees are highly encouraged to complete the self-study PFS Exam Review Course as advance preparation for this class (however it is required to qualify for the sponsorship reimbursement).
Costs & Discounts available:
- $776 for PFP Section members ($100 savings)
- $876 for AICPA, Tax Section, and state Society members
- $1,095 for non-members
Apply for the PFS Exam Sponsorship and qualify for an additional $600 reimbursement after sitting for the PFS exam (requires PFP Section membership)