AICPA Certificate Programs

Learn the steps of the investment planning life cycle as well as planning for and funding higher education. Part of the Personal Financial Planning Certificate Program,

The Investment Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in investment planning. Part of the Personal Financial Planning Certificate Program , this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education. And, if you are seeking a thorough understanding of investment planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you!

Topics Discussed

• The investment planning process
• Investment data gathering and analysis
• Creating the investment policy statement
• Portfolio management
• Investment vehicles and strategies
• Investment monitoring and updating
• Integrating investments with the financial plan
• Education 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 & Applications
• Level: Intermediate
• CPE Credit: 19.5