PFS Exam Review Class

This class is an informative and highly engaging review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process.  By illustrating concepts with real-life scenarios, the instructor will both improve your retention for the Personal Financial Specialist (PFS) credential exam and enable you to increase productivity and income back in your office.  The course is based on the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another.

Daily Seminar Times:
Monday, Oct. 28: 1 - 5:30 p.m.
Tuesday, Oct. 29: 7:30 a.m. - 5:30 p.m.
Wednesday, Oct. 30: 7:30 a.m. - 3 p.m.

Registration Fees:
Nonmember Fee: $1,095
State Society and/or AICPA Member: $876
AICPA PFP Section Member: $776

To receive discounted fees, complete this form or contact the ASCPA at 602-324-6042.