Fundamentals of Personal Financial Planning
Valid for one year from purchase date
Self-study - On-Demand
7 CPE (7 technical)
Course code: 26SI-0166
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This updated course, reflecting changes under H.R. 1, P.L. 119-21 (the One Big Beautiful Bill Act or OBBBA), provides a comprehensive introduction to core personal financial planning concepts, helping CPAs and financial professionals build foundational knowledge across key planning disciplines. The series covers the financial planning process and AICPA standards, along with estate and charitable planning, investment and education planning, retirement and elder planning, and risk management for employees and business owners. Designed to strengthen client relationships and expand service capabilities, the program offers a broad overview of personal financial planning topics while building a foundation for more advanced study in the field.
Major subjects
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Financial planning process and standards.
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Estate and charitable planning.
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Investment and education planning.
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Retirement and elder planning.
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Risk management and employee and business-owner planning.
Learning objectives
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Recall the steps in the PFP process.
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Recognize the role of the AICPA Statements on Standards in Personal Financial Planning Services (SSPFPS) No. 1.
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Recognize the tax consequences of common estate planning strategies
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Identify basic estate and gifting strategies and their respective advantages.
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Identify the steps in the risk management planning process.
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Distinguish the phases of the investment planning process.
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Recall the different types of personal retirement investment accounts, asset types, and government benefits available for clients.
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Recognize key factors that personal financial planners must consider when creating, implementing, and monitoring retirement plans.
Who should take this program?
- CPAs, financial planners and qualified professionals with interest in personal financial planning.
Pricing
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Standard Member Fee |
$139.00
|
 Standard Nonmember Fee |
$169.00
|
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