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Retirement Planning Certificate Program

Description

The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area.

The Retirement Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in retirement planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes six dynamic courses covering critical steps in the retirement planning life cycle, including unique planning for aging and chronically ill clients.

Learning Objectives
  • Enhance your knowledge in retirement planning
  • Demonstrate competence in that specific discipline
Provider
AICPA
Course Level
Intermediate
Professional Area of Focus
Business & Industry
CPE Field of Study
Specialized Knowledge
20.0
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 the areas of personal financial planning (PFP)
Advanced Preparation
  • None
Location
Online
Register Now
When
Available 24/7
Location
Online
Total CPE Credits
20.0
Format
On-Demand

MEMBER


$ (% off)
$399.00

NON-MEMBER


$ (% off)
$499.00
Become A Member

Register for this Course

Retirement Planning Certificate Program


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