Exciting News for the Atlanta Metro Area!

The Georgia Society of CPAs and the Personal Financial Planning Division of the AICPA are sponsoring my PFS Exam Live Review & Financial Planning Boot Camp in Atlanta, GA.

A CPA/PFS is a Certified Public Accountant (CPA), who specializes in any form of personal financial planning including income tax, estate, retirement, insurance or investment planning and holds the Personal Financial Specialist (PFS) Credential. The PFS Credential is awarded by the American Institute of Certified Public Accountants (AICPA) to CPAs who have fulfilled the following requirements: two years of financial planning experience, 75 hours of financial planning education and successfully passed a national exam. Additionally, as CPAs the PFS credential holder must meet their individual state board of accountancy’s education, exam, experience, and licensing requirements.

This class is an informative and highly engaging review of all personal financial planning topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process. I illustrate complex concepts with real-life scenarios and case studies.  Participants have found this process to both improve retention and enable financial planners to increase productivity and income.

Who should attend the class?

CPAs who will be taking the national PFS exam; partners and staff who want to enhance their financial planning competencies; experienced CPAs who want an overview of the PFS credential; financial planning practitioners who want to update their knowledge base.

The classes will take place November 13 – 15, 2003 at the Georgia Society of CPAs training center in Atlanta, GA.  Discounts and scholarships are available to CPAs. CPE and CE (for CFP® practitioners) is available for attendees. For CPAs: 24 hours of CPE is available. Fields of study include: Financial Planning, Taxation, and Specialized Knowledge.  For CFP® practitioners: 21 hours of CPE is available.

Weblink: http://www.gscpa.org/Public/Catalog/CourseDetails.aspx?courseID=1311101








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