All 2020 CPE and networking events have been moved online. Visit our updated catalog »

Personal Financial Planning Investment Planning Certificate and Exam Bundle (On-Demand) 2020

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!

Format:

Major Topics
  • The Investment Planning Process.
  • Investment Data Gathering and Analysis.
  • Creating the Investment Policy Statement.
  • Portfolio Management.
  • Investment Vehicles and Strategies.
  • Investment Monitoring and Updating.
  • Integrating Investments with the Financial Plan.
  • Education Planning.
Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
19.5
Who Should Attend

CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.

Instructor(s)
Susan Tillery Tom Tillery
Prerequisites

None.

Advanced Preparation

None.

Purchase Now
When
Available 24/7
Location
Online
Total CPE Credits
19.5
Format
On-Demand

MEMBER


$ (% off)
$529.00

NON-MEMBER


$ (% off)
$669.00
Become A Member

Purchase This Program

Personal Financial Planning Investment Planning Certificate and Exam Bundle (On-Demand) 2020


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×