An informative and engaging learning experience that will enhance your knowledge of personal financial planning. Learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients.
Learning Objectives
Apply the AICPA Code of Conduct Professional Conduct to financial planning engagements with clients.;Recall the regulatory exclusion that exempts an adviser from registering as an investment adviser.;Recognize the steps in the personal financial planning process.;Recognize a personal financial planning service.;Select the type of personal financial planning engagement which is most appropriate based on the case study's facts and circumstances.
