Designed for practitioners who want a thorough
understanding of retirement planning, the AICPA's Retirement Planning
Certificate program is a series of courses covering the retirement planning life-cycle, including planning for
aging and chronically ill clients.
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.
Details
- Field of Study: Specialized Knowledge
- Level: Intermediate
- CPE Credit: 19.5
$545.00 - Member Price
$685.00 - Nonmember Price
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