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
Who will it benefit?
CPAs, financial planners, and
qualified professionals with basic knowledge of, and interest in, personal
financial planning
PICPA Member: $529
Nonmember: $669
Course No. 166480 Level: Intermediate
Notes
You cannot use your ClassPass, Flex Account, Value Pass
Plus, or Mini ClassPass to register for this certificate program.
Questions?
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, chat, or call us at (888)
272-2001.