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PFS Experienced CPA Education
Personal Financial Planning
CPE Self-study

PFS Experienced CPA Education

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.

$145 - $499
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

13

Author(s)

Tom Tillery, Susan M. Tillery

Availability

1 year

Learning Outcomes
  • 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.
Product Details

Your Experienced CPA Pathway to the PFS credential starts here.

As an experienced CPA working with individuals and families, you engage with your clients on a wide variety of PFP topics – tax, retirement, estate, investment, and risk management planning, among others. This course will provide the framework to tie these conversations together and enhance your knowledge of personal financial planning.

Why take this course?

This course is the required education for the PFS credential’s Experienced CPA Pathway. In addition, it will prepare you for the streamlined PFS Experienced CPA Assessment.

This course is one step forward as you deepen your client relationships, obtain the CPA/PFS credential, and provide your clients with the objective and trusted financial planning they expect from you as a CPA.

Program features

This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course. Completion of this course will result in a digital badge as well.

This series of courses includes:

  • PFP Standards and Responsibilities
  • PFP Regulatory Landscape and Fiduciary Practices
  • Personal Financial Planning Process
  • Cash Management Strategies
  • PFP in Practice - Putting It All Together, Part 1 and 2

If you are a CPA desiring to obtain the PFS credential and meet the longer experience requirement, the Experienced CPA Pathway provides an alternative pathway to meeting the exam and education requirements. See aicpa.org/PFSexperiencedpath for details.

Who Will Benefit
  • CPA with the additional experience needed to qualify for the PFS credential’s Experienced CPA Pathway
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$499.00
AICPA Members
Online
$245.00
PFP Section Members
Online
$145.00
Tax Section Members
Online
$145.00

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Credit Info
CPE Credits
Online
13
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
None
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Instructors
Tom Tillery
MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®
"Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and Vice President of Financial Planning Advocate, LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges. Tom earned a M.S. in Financial Services from The American College and an M.A. in Education from The Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council and the Society of Financial Service Professionals. He also serves on the Board for The National Center for Stewardship and Generosity. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and writer on all topics relating to personal financial planning. He has written personal financial planning curriculum for several universities and on-line providers. Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 30 years. Tom and his family reside in Kennesaw, Georgia."
Susan M. Tillery
CPA/PFS, CFP®
"Susan M. Tillery, CPA/PFS, is President & CEO of Paraklete® Financial Inc. Paraklete® provides integrated fee-for-service financial planning without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan also is a co-founder and president of Financial Planning Advocate LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges. Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms, provides the framework for Paraklete. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. Susan is a member of the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is chair of the AICPA Personal Financial Planning Credential Committee. Susan also serves on the Board for The National Center for Stewardship and Generosity. Susan has over 30 years of experience in tax, philanthropy and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Ms. Tillery speaks on the topics of: Financial Planning, CPAs and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving and Stewardship."
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

PFS Experienced CPA Education
Select from the following options:
Online
$499.00
Nonmember Price
$499.00
Price excluding sales tax
$499.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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