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20SI-C028: Personal Financial Planning Retirement Planning (Certificate Program)

Valid for one year from purchase date
Self-study - On-Demand
19.5 CPE (19.5 technical)

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

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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 subjects

  • 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

Learning objective(s)

  • N/A

Who should take this program?

CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $669.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $529.00
checkmark Standard Nonmember Fee $669.00

More program information

Area
of study
Financial planning
Field(s)
of study
Specialized Knowledge - Technical (19.5)
Level Intermediate
Format Self-study - On-Demand
Sponsor AICPA
NASBA ID#: 112891
Prerequisites Prereq. None
Advance
prep
None

If the organization paying for the purchase is exempt from sales tax, call us at 952-831-2707 to complete your purchase.

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