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PFP Practical Applications Certificate Program (On-Demand) 2022

Description

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!

Major Topics
  • PFP Standards and Responsibilities
  • PFP Regulatory and Fiduciary Landscape
  • Personal Financial Planning Process
  • Cash Management Strategies
  • PFP in Practice – Putting It All Together, Part 1 and 2
Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
13
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
13
Format
On-Demand

MEMBER


$ (% off)
$425.00

NON-MEMBER


$ (% off)
$535.00
Become A Member

Purchase This Program

PFP Practical Applications Certificate Program (On-Demand) 2022


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