The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. It is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline.
This program is an informative and engaging learning experience that will enhance your knowledge of personal financial planning and 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 goal, this program is for you!
This series of courses includes:
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
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