Skip to main content
Pre-Conference Optional Workshops Additional Fee

PFP23201A. PFS™ Live! Workshop: Body of Knowledge Overview

In preparation for the PFS Experienced CPA Assessment, this overview of the PFP Body of Knowledge identifies all the topics on which a CPA financial planner and PFS Credential holder should have a basic working knowledge. They need to understand the topic fundamentals, how tax impacts the area, and how decisions on the topic can impact other topics. This session will cover the following topics in an overview format: * Introduction of the workshop and speakers * Retirement planning * Estate planning * Investment planning * Risk management and insurance planning * Elder planning * Charitable planning * Education planning * Business owner and employee benefit planning * Tax implications of PFP topics * Inter-dependence of PFP topics. Come ready to focus on applying your experience as a CPA working with individuals and families in preparation attaining the PFS credential.

Learning Objectives:

  • Recognize the benefits of Practice Standards
  • Identify the 12 Major Topics, and 75 sub-topics, of the Personal Financial Planning Body of Knowledge
CPE Credits
NASBA Field of Study
Specialized Knowledge
3-4 years in the Profession
Advanced Preparation
Pre-work bundle of online CPE included with workshop (6 hrs CPE)
Session Tags