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


‐ Jun 4, 2023 9:15am

  • 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.

Speaker(s):

Tags:

PFP BUILDPFP

Category:

Pre-Conference Optional Workshops Additional Fee

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