Personal Financial Planning Retirement Planning Certificate

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

Who will it benefit?
CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning