Personal Financial Planning Investment Planning Certificate

May 1 - Apr 30
12:00 - 12:00 a.m.

Online

18-Other
CPE Credits

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.