包
PFS经验路径前期工作包
$99
$60.04 - $94.05
折扣:
5%了
No. 的产品: 5
CPE学分:
6
个人理财规划流程
个人理财规划
CPE自学
个人理财规划流程
涵盖整体规划过程的要素, 包括收集数据, establishment of financial objectives and identification of constraints.
$69 - $105
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格式
在线
NASBA研究领域
专业知识
水平
中间
CPE学分
1.5
作者(年代)
苏珊·M. 蒂勒里，汤姆·蒂勒里
可用性
1年
产品编号
167221
视图
业务 & 合作伙伴
部分折扣
产品详细信息
This CPE course can be purchased individually or as part of the PFP实际应用证书课程.
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.
在这门视听CPE课程中, 汤姆Tillery covers elements of the overall planning process, 包括:
- 收集数据
- 财务目标的建立
- 约束的识别
This course also covers The Statement on Standards in 个人理财规划 Services (SSPFPS) No. ，以及PFP流程的七个步骤.
最后, 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 客户端s.
谁将受益
- CPAs and financial planners with basic knowledge of personal financial planning and an interest in estate planning.
学习成果
- Recognize the steps in the personal financial planning process.
- Select the step in the personal financial planning process that defines the 客户端's responsibilities.
- Recall the requirements of the Statement on Standards in 个人理财规划 Services No. 1、在利益冲突的情况下.
- Identify the step in the personal financial planning process that addresses scope limitations.
信用信息
CPE学分
在线
1.5
NASBA研究领域
专业知识
水平
中间
先决条件
Basic knowledge of the areas of personal financial planning (PFP)
访问
在线
这是一个数字产品. With full paid access the content will be available to you for 1年 after purchase date.
更多信息请参考 CPE要求和NASBA赞助信息
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2至5名注册人
节省时间与我们的团体订购表格. We’ll send a consolidated invoice to keep your learning expenses organized.
开始的订单作者(年代)
苏珊·M. Tillery
188bet亚洲真人体育下载网址/ PFS, AEP®(著名)
苏珊·M. 蒂勒里，188bet亚洲真人体育下载网址/PFS, AEP®(杰出)，是总裁 & Paraklete®Financial, Inc .首席执行官. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, 没有资产管理或产品销售. The firm acts as an Advocate in Financial Services® for its 客户端s with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate, 有限责任公司, 为188bet亚洲真人体育下载网址提供继续教育的机构, 财务顾问, 大学, 和大学.
Ms. 蒂勒里在哈里斯的经历，我的首席财务官, a multi-family office w在这里 she was responsible for developing and delivering comprehensive family office solutions to affluent families, together with her work at Arthur Andersen and Ronald Blue & Co为Paraklete提供了框架. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. She is a member of the American Institute of CPAs (AICPA), the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. 除了, Susan是GSCPA董事会成员, and past Chair of both the AICPA 个人理财规划 Executive Committee and the AICPA 个人理财规划 Credential Committee. Susan is the recipient of the AICPA 2019 个人理财规划 Distinguished Service Award.
Ms. Tillery is the co-author of Essentials of 个人理财规划, a textbook used by colleges and 大学 in accounting, 业务, 以及法律研究生项目. Additionally, Susan has co-authored the AICPA 个人理财规划 Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of knowledge. 顺利完成课程, 有相关经验, 允许参与者获得PFS证书. Susan is a frequent speaker and author on topics relating to personal financial planning, 包括188bet亚洲真人体育下载网址和财务规划, 虚拟家族办公室, 女性面临的经济问题, 财富的责任, 慈善捐赠, 和管理工作. 苏珊和她的家人住在乔治亚州的肯尼索.
汤姆Tillery
MA Ed, MSFS, CFP®，CLU®，ChFC®，LUTCF, CRPC®
Thomas Neal Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF® is vice president & Paraklete®Financial, Inc .首席运营官. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, 没有资产管理或产品销售. The firm acts as an Advocate in Financial Services® for its 客户端s with a disciplined focus on independence and objectivity. Tom is also a co-founder and vice president of Financial Planning Advocate, 有限责任公司, 为188bet亚洲真人体育下载网址提供继续教育的机构, 财务顾问, 大学, 和大学.
汤姆得了个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) and the Atlanta Estate Planning Council. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and author on topics relating to personal financial planning, 包括财务规划和税务咨询服务, 富人的遗产规划, 当前的退休问题, 与投资顾问合作, 和管理工作.
Mr. Tillery is the co-author of Essentials of 个人理财规划, a textbook used by colleges and 大学 in accounting, 业务, 以及法律研究生项目. Additionally, Tom has co-authored the AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of Knowledge. 顺利完成课程, 有相关经验, 允许参与者获得PFS证书. 汤姆和他的家人住在乔治亚州的肯尼索.
可访问性
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, 包括残疾人士, have access to the profession and the Association's website, 教育材料, 产品, 和服务.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. 如需更多资料，请参阅 协会网站无障碍政策. As part of this commitment, this product is closed-captioned. 如需额外住宿要求，请联系 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.
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