Personal Financial Planning Investment Planning Certificate and Exam Bundle

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!

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
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
18.5
Who Should Attend
CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.
Prerequisites

None.

Advanced Preparation

None.

Register Now
When
Available 24/7
Location
Online
Total CPE Credits
18.5
Format
On-Demand

MEMBER


$ (% off)
$529.00

NON-MEMBER


$ (% off)
$669.00
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Personal Financial Planning Investment Planning Certificate and Exam Bundle


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