Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
Personal financial planning is a process with multiple steps requiring a disciplined approach to gathering data and responding to scope limitations and conflicts of interest. Each step in the PFP process has the potential to change the direction of the engagement.
In this audiovisual CPE course, Tom Tillery covers elements of the overall planning process, including:
This course also covers The Statement on Standards in Personal Financial Planning Services (SSPFPS) No. , and the seven steps in the PFP process.
Finally, you'll also gain a deep knowledge of the spending plan and the statement of financial position, documents you'll need to understand to be able to best serve your personal financial planning clients.
Group ordering for your team
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