On-Demand


7 CPE

PFP in Practice: Putting it all Together, Part 1 and 2

On-Demand
7 CPE

Learning Objectives

Select the type of personal financial planning engagement which is most appropriate based on the case study's facts and circumstances.;Calculate the personal financial planning client's gross income based on their Cash Flow Statement.;Calculate the number of months the personal financial planning client has funded their emergency reserves based on their Statement of Financial Position.;Determine the personal financial planning client's PITI ratio.;Recall the four key areas of personal financial planning should be accomplished in a personal financial plan.

Major Topics

Financial planning;Pre-retirement;Financial independence;Retirement;Estate;Risk investment planning

CPE Credits Available

7 CPE
7
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Leadership
  • Pracitioner
  • Pracitioner's
  • Pracitioners

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.

Provider

AICPA

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