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Personal Financial Planning Investment Planning Certificate and Exam 2021

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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
Select Courses
Available Online 24/7
Personal Financial Planning Investment Planning Certificate and Exam Bundle (On-Demand) 2021

Instructor(s): Susan Tillery, Thomas Tillery
Format: On-Demand
CPE: 19.5
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Include In Purchase
$545.00 Member / $719.00 Non-Member
Available Online 24/7
Creating the Investment Policy Statement (On-Demand) 2021

Instructor(s): Susan Tillery
Format: On-Demand
CPE: 3
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Available Online 24/7
Portfolio Management (On-Demand) 2021

Instructor(s): Susan Tillery
Format: On-Demand
CPE: 2
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Available Online 24/7
Investment Data Gathering and Analysis (On-Demand) 2021

Instructor(s): Susan Tillery
Format: On-Demand
CPE: 3
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Available Online 24/7
Investment Planning Process (On-Demand) 2021

Instructor(s): Susan Tillery
Format: On-Demand
CPE: 1.5
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Available Online 24/7
Investment Vehicles and Strategies (On-Demand) 2021

Instructor(s): Susan Tillery
Format: On-Demand
CPE: 3
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Include In Purchase
$85.00 Member / $105.00 Non-Member
Available Online 24/7
Investment Monitoring and Updating (On-Demand) 2021

Instructor(s): Susan Tillery
Format: On-Demand
CPE: 1.5
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Include In Purchase
$79.00 Member / $99.00 Non-Member
Available Online 24/7
Education Planning (On-Demand) 2021

Instructor(s): Susan Tillery
Format: On-Demand
CPE: 3.5
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Include In Purchase
$85.00 Member / $105.00 Non-Member
Available Online 24/7
Integrating Investments with the Financial Plan (On-Demand) 2021

Instructor(s): Susan Tillery
Format: On-Demand
CPE: 2
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Include In Purchase
$79.00 Member / $99.00 Non-Member

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Personal Financial Planning Investment Planning Certificate and Exam 2021


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