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Personal Financial Planning Investment Planning Certificate

CPE

CPE Credits
18-Other

Details

 Pricing

PICPA Member: $529 | Nonmember: $669


 More Information

Course No.
166800
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 eight courses covering steps in the investment planning life cycle:

  • Investment planning process
  • Investment data gathering and analysis
  • Creating the investment policy statement
  • Portfolio management
  • Investment vehicles and strategies
  • Investment monitoring and updating
  • Integrating investments with the financial plan
  • Education planning

If you are seeking a thorough understanding of investment planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you!

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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