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Pre-Conference Optional Workshops Additional Fee

PFP23102A. Building Your Tax and Financial Planning Advisory Business Workshop: How to Secure, Price, and Structure the PFP Engagement

  • Review engagement activities as defined by the Statement on Standards in Personal Financial Planning Services, No. 1
  • Discuss methods to identify your ideal client and secure the PFP engagement
  • Determine how to price the PFP engagement
  • Walk through how to structure typical client meetings included in the PFP engagement:
    • Initial complementary consultation and data gathering
    • Creation of Statement(s) of Financial Position and Cash Flow
    • Estate planning
    • Risk management planning
    • Investment planning
    • Retirement/Financial independence planning
    • Planning for ancillary services like education and elder planning
  • Reflection time for participants

Learning Objectives:

  • Determine how to structure a PFP engagement in alignment with the AICPA PFP standards.
  • Identify how to structure the typical client meetings from estate planning to retirement planning and more.
  • Recognize methods to secure and price a PFP engagement.
  • Determine how to identify your ideal client.
CPE Credits
NASBA Field of Study
Business Management & Organization
3-4 years in the Profession
Advanced Preparation
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