Back to Search

Personal Financial Planning Retirement Planning Certificate

CPE

CPE Credits
20-Other

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

Personal Financial Planning Conference
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, ...
Making the Transition to Advisory Services Webinar
June 1 | Webinar
The accounting industry is going through tremendous change and rising challenges that are forcing us to branch out into advisory services. Learn what these changes mean and how to ...
The Best Individual Income Tax Update Course Webinar
June 7 | 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 ...