Back to Search
Personal Financial Planning Retirement Planning Certificate
Personal Financial Planning Retirement Planning Certificate
Details
Pricing
PICPA Member: $529 | Nonmember: $669
More Information
Course No.
166480
Level
Intermediate
Note
You cannot use your ClassPass, Flex Account, Value Pass
Plus, or Mini ClassPass to register for this certificate program.
Questions?
Visit our FAQs
, chat, or call us at (888)
272-2001.
Description
Part of the Personal Financial Planning Certificate Program, this certificate
program includes six dynamic courses:
The retirement planning process
Governmental and employer retirement plans
Personal retirement investments, income, and expenses
Analyzing client retirement data
Creating, implementing, and monitoring the plan
- Elder and special needs planning
Highlights
Who will it benefit?
CPAs, financial planners, and
qualified professionals with basic knowledge of, and interest in, personal
financial planning
You May Also Like
Nov. 7 | Malvern
This
conference
provides
accounting
and
financial
professionals
with
the
knowledge,
skills,
and
tools
needed
to
broaden
their
practice
in
the
area
of
financial
planning
by
learning
about
current
economic
factors,
...
July 25 | Webinar
This
highly
informative
course
comprehensively
covers
all
the
latest
tax
law
developments.
The
focus
is
on
individual
taxation
and
discussion
of
the
planning
opportunities
practitioners
need
to
understand
to
help
...
July 26 | Webinar
Employment
taxes
are
often
overlooked
as
an
area
where
more
planning
may
be
effective.
Payroll
taxes
have
become
an
increasing
burden
for
the
average
business,
and
IRS
penalties
for
noncompliance
...