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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
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