Practical Applications of Personal Financial Planning Certificate
Nov 1 - Apr 30 12:00 - 12:00 a.m.
Online
14-Other CPE Credits
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. Highlights
Personal Financial Planning Standards and Responsibilities
Personal Financial Planning Regulatory Landscape and Fiduciary Practices