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Personal Financial Planning Retirement Planning Certificate


CPE Credits



PICPA Member: $529 | Nonmember: $669

 More Information

Course No.

You cannot use your ClassPass, Flex Account, Value Pass Plus, or Mini ClassPass to register for this certificate program.

Visit our FAQs , chat, or call us at (888) 272-2001.



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

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