Back to Search

Practical Applications of Personal Financial Planning Certificate


CPE Credits



PICPA Member: $399 | Nonmember: $499

 More Information

Course No.


Learn to navigate the regulatory environment, understand personal financial planning standards, use fundamental concepts in a systematic planning process, and use your technical knowledge for the benefit of your clients. This program is comprised of five courses, including four case studies, covering the clients' planning life cycle.


  • Personal Financial Planning Standards and Responsibilities
  • Personal Financial Planning Regulatory Landscape and Fiduciary Practices
  • Personal Financial Planning Process
  • Cash Management Strategies
  • Personal Financial Plan in Practice


You May Also Like

California Cannabis Industry Symposium Webinar
Feb. 25 | Webinar
Gain an understanding of new and recently implemented policies, practical insights from attorneys, accounting experts, and business owners. Hear a cannabis industry update, as well as the latest developments in ...
Making the Transition to Advisory Services Webinar
Feb. 26 | Webinar
The accounting industry is going through tremendous change and rising challenges that are forcing us to branch out into advisory services. Learn what these changes mean and how to create ...
Top 10 Celebrity Estate Mistakes and How to Avoid Them Webinar
Feb. 27 | Webinar
This course uses the lives of the rich and famous as a template to better understand the realm of estate planning. In discussing familiar names such as Jackie Kennedy, Joan ...