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Practical Applications of Personal Financial Planning Certificate

CPE

CPE Credits
14-Other

Details

 Pricing

PICPA Member: $399 | Nonmember: $499


 More Information

Course No.
167250
Level
Intermediate

Description

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
  • Personal Financial Planning Process
  • Cash Management Strategies
  • Personal Financial Plan in Practice


Speaker(s)


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