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Investment Planning Certificate Program and Exam Bundle

Description

The Investment Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in investment planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education. And, if you are seeking a thorough understanding of investment planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you!

Learning Objectives
  • Enhance your knowledge and demonstrate competence in that specific discipline.
Major Topics
  • The Investment Planning Process
  • Investment Data Gathering and Analysis
  • Creating the Investment Policy Statement
  • Portfolio Management
  • Investment Vehicles and Strategies
  • Investment Monitoring and Updating
  • Integrating Investments with the Financial Plan
  • Education Planning
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Specialized Knowledge
18.5
Who Should Attend

CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.

Instructor(s)
Prerequisites
  • Basic knowledge of, and interest in, personal financial planning.
Advanced Preparation
  • None
Location
Online
Register Now
When
Available 24/7
Location
Online
Total CPE Credits
18.5
Format
On-Demand

MEMBER


$ (% off)
$529.00

NON-MEMBER


$ (% off)
$669.00
Become A Member

Register for this Course

Investment Planning Certificate Program and Exam Bundle


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