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2022 AICPA & CIMA ENGAGE

PFS22105 - PFS Live! Workshop: Applying the PFP Body of Knowledge through Case Studies part 4


Jun 5, 2022 1:00pm ‐ Jun 5, 2022 2:40pm


Description

The PFS™ Experienced CPA Pathway provides a streamlined approach to getting the PFS credential. This live workshop is a convenient event to obtain the final required education, which combined with your PFP experience, will prepare you to take and pass your PFS Experienced CPA Assessment by the end of Day 2 and then apply on-site for your PFS!

Learning Objectives:
  • Apply concepts from the PFP Body of Knowledge to solve the case studies.
  • Determine which types of financial plans will best suit the fact patterns of each case.

Speaker(s):

  • Thomas N. Tillery, MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.

Moderator(s):

  • Daniel P. Snyder, CPA/PFS, Director - Personal Financial Planning (PA), Association of International Certified Professional Accountants
Category: Pre-Conference Optional Workshop Additional Fee

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