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, ...
The Best Individual Income Tax Update Course Webinar
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 ...
Complete Guide to Payroll Taxes and 1099 Issues Webinar
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 ...