Review practices in various areas of financial planning, such as tax planning and retirement planning, using this study guide resource. This course is designed to cover all of the topics you would expect to be tested on when taking the exam to obtain the Personal Financial Specialist (PFS) credential.
Overview
Syllabus
- Ch 1. Personal Finance Planning Process
- Ch 2. Personal Financial Specialist Standards
- Ch 3. Personal Financial Specialist Regulations
- Ch 4. Foundational Financial Planning Concepts
- Ch 5. Tax Planning for Personal Financial Specialists
- Ch 6. Estate Planning for Personal Financial Specialists
- Ch 7. Financial Planning for Charitable Gifts & Trusts
- Ch 8. Risk Management & Health Care Planning Basics
- Ch 9. Insurance Types & Coverage
- Ch 10. Employee Compensation, Incentives & Benefits
- Ch 11. Investment Planning
- Ch 12. The Personal Financial Specialist Role in Investment Planning
- Ch 13. Retirement Savings & Income Planning for Individuals
- Ch 14. Financial Planning for Education
- Ch 15. Financial Planning for Life Changes
- Ch 16. PFS Exam Study Guide - CPA Personal Financial Specialist Flashcards
