Personal Financial Planning Retirement Planning Certificate and Exam

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.

Topics Discussed

  • 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

Who Will It Benefit?

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


  • Field of Study: Specialized Knowledge
  • Level: Intermediate
  • CPE Credit: 19.5

$545.00 - Member Price

$685.00 - Nonmember Price

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