Examining a personal financial planning scenario can help students develop the application and analysis skills necessary to ...

Personal financial planning is offered as either a track option within the Finance emphasis area (PFP Track), or by taking the courses as business electives (Business Electives Pathway). As a planning ...

According to the PFS credential handbook, regardless of the pathway, the education and experience must be in any of the 12 areas that make up the personal financial planning (PFP) Body of Knowledge.

She is also a member of the American Institute of CPAs’ (AICPA) Personal Financial Planning Executive Committee, Tax & PFP Integration task force and serves as chair of the AICPA’s PFP ...