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Retirement Planning Certificate (On-Demand) 2022

Description

The Retirement Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in retirement planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes six dynamic courses covering critical steps in the retirement planning life cycle, including unique planning for aging and chronically ill clients.

Major Topics
  • The Retirement Planning Process
  • Governmental and Employer Retirement Plans
  • Personal Retirement Investments, Income, and Expenses
  • Analyzing Client Retirement Data
  • Creating, Implementing, and Monitoring the Plan
  • Elder and Special Needs Planning
Provider
AICPA - Durham
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
20.5
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
20.5
Format
On-Demand

MEMBER


$ (% off)
$425.00

NON-MEMBER


$ (% off)
$535.00
Become A Member

Purchase This Program

Retirement Planning Certificate (On-Demand) 2022


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