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PFP23102A
Building Your Tax and Financial Planning Advisory Business Workshop: How to Secure, Price, and Structure the PFP Engagement
Date
June 4, 2023
$79
Standard Price
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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Asso…
- 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.
Speakers
President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
Vice President/Chief Compliance Officer, Paraklete Financial, Inc.®
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