The PFP Practical Application Certificate is earned upon successful completion of the continuing education courses. It is an informative and engaging learning experience that will enhance your knowledge of personal financial planning. Part of the Personal Financial Planning Certificate Program, this certificate program is comprised of five courses, including four case studies, covering the clients’ planning life cycle. You will learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients.
If you are seeking a thorough understanding of the planning process and your responsibilities as a planner with real-world application of how the PFP topics integrate with your clients life goals, this program is for you!
Format: Voiceover PowerPoint, Audio
PFP Standards and Responsibilities
PFP Regulatory Landscape and Fiduciary Practices
Personal Financial Planning Process
Cash Management Strategies
PFP in Practice – Putting It All Together, Part 1 and 2
CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.