On-Demand


13 CPE

PFS Experienced CPA Education

On-Demand
13 CPE

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.

CPE Credits Available

13 CPE
13
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

CPA with the additional experience needed to qualify for the PFS credential’s Experienced CPA Pathway

Provider

AICPA

Purchase This Course

  • MACPA Member

    $ 435 435
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  • MACPA Non-Member

    $ 560 560
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