PFP24102F. PFS™ Live! Workshop: Body of Knowledge Lightning Round and Test Approach

This final discussion on the PFP Body of Knowledge will cover the highlights of each topic in the outline including: Retirement planning * Estate planning * Investment planning * Risk management and insurance planning * Elder planning * Charitable planning * Education planning * Business owner and employee benefit planning. It is an opportunity to reinforce your learning with questions on areas where further discussion is needed. The instructor will also share test taking approaches he has find successful on these type of exams.

Learning Objectives:

• Recall the key topic areas in the 8 major topics in the PFP Body of knowledge.
• Identify best test taking approaches for the PFS exam.