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Personal Financial Planning Investment Planning Certificate
Personal Financial Planning Investment Planning Certificate
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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