Personal Financial Planning Investment Planning Certificate and Exam (2020)

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Description

The Investment Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in investment planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education. And, 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!

Course Level
Intermediate
CPE Field of Study
TBD
Instructor(s)
Select Courses
Online
Personal Financial Planning Investment Planning Certificate and Exam Bundle (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 19.5
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Include In Purchase
$529.00 Member / $669.00 Non-Member
Online
Creating the Investment Policy Statement (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 3
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Portfolio Management (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 2
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Investment Data Gathering and Analysis (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 3
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Investment Planning Process (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 1.5
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Investment Vehicles and Strategies (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 3
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Investment Monitoring and Updating (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 1.5
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Education Planning (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 3.5
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Online
Integrating Investments with the Financial Plan (On-Demand) 2020

Instructor(s): Susan Tillery, Tom Tillery
Format: On-Demand
CPE: 2
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Include In Purchase
$79.00 Member / $99.00 Non-Member
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When
Available 24/7
Location
Online
Format
On-Demand

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Personal Financial Planning Investment Planning Certificate and Exam (2020)


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