CPE Self-study
Investment Planning Certificate Program (Exam + Course)
Online
Level: Intermediate
$459 - $795Personal Financial Planning Certificate Program
Envision more.
Personal Financial Planning Certificate Program
Envision more.
Personal Financial Planning Certificate Program
The Personal Financial Planning Certificate Programs are a series of certificates covering the core areas of PFP, including retirement, estate, risk management/insurance and investment planning, as well as practical application of knowledge. Tax planning and how it relates to each area is incorporated throughout each certificate.
Four of these certificate programs, retirement, investment, estate planning and risk management/insurance planning, is a combination of education and exam that provides the opportunity to enhance your knowledge and demonstrate your competence in that specific core discipline.
The fifth certificate, Practical Applications, requires only education and does not require an exam.
Personal Financial Planning Certificate Program
The Personal Financial Planning Certificate Programs are a series of certificates covering the core areas of PFP, including retirement, estate, risk management/insurance and investment planning, as well as practical application of knowledge. Tax planning and how it relates to each area is incorporated throughout each certificate.
Four of these certificate programs, retirement, investment, estate planning and risk management/insurance planning, is a combination of education and exam that provides the opportunity to enhance your knowledge and demonstrate your competence in that specific core discipline.
The fifth certificate, Practical Applications, requires only education and does not require an exam.
Retirement Planning Certificate Program (Exam + Course)
Designed for practitioners who want a thorough understanding of retirement planning, the AICPA's Retirement Planning Certificate program is a series of courses covering the retirement planning life-cycle, including planning for aging and chronically ill clients.
Retirement Planning Certificate Program (Exam + Course)
Designed for practitioners who want a thorough understanding of retirement planning, the AICPA's Retirement Planning Certificate program is a series of courses covering the retirement planning life-cycle, including planning for aging and chronically ill clients.
Investment Planning Certificate Program (Exam + Course)
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.
Risk Management and Insurance Planning Certificate Program (Exam + Course)
Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and insurance planning process from insurance contracts and annuities to deferred compensation and integrating the business with the owner’s personal financial plan.
Risk Management and Insurance Planning Certificate Program (Exam + Course)
Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and insurance planning process from insurance contracts and annuities to deferred compensation and integrating the business with the owner’s personal financial plan.
Estate Planning Certificate Program (Exam + Course)
The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning.
Estate Planning Certificate Program (Exam + Course)
The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning.
PFP Practical Applications Certificate Program
An informative and engaging learning experience that will enhance your knowledge of personal financial planning. Learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients.
PFP Practical Applications Certificate Program
An informative and engaging learning experience that will enhance your knowledge of personal financial planning. Learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients.
Who will benefit?
You would like to demonstrate knowledge in one or more core areas of PFP by displaying a digital badge awarded upon completion of the certificate program.
You would like to earn CPE credit, simply purchase the education, without the certificate exam and earn CPE credit for your CPA license, PFS credential, and/or CFP® credential
You are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements.
Who will benefit?
You would like to demonstrate knowledge in one or more core areas of PFP by displaying a digital badge awarded upon completion of the certificate program.
You would like to earn CPE credit, simply purchase the education, without the certificate exam and earn CPE credit for your CPA license, PFS credential, and/or CFP® credential
You are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements.
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