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!
The Investment Planning Process
Investment Data Gathering and Analysis
Creating the Investment Policy Statement
Investment Vehicles and Strategies
Investment Monitoring and Updating
Integrating Investments with the Financial Plan