An informative and engaging learning experience that
will enhance your knowledge of personal financial planning. 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.
PFP Practical Applications Certificate
Program
The PFP Practical Application Certificate is earned upon
successful completion of the continuing education courses. It is an informative
and engaging learning experience that will enhance your knowledge of personal
financial planning. Part of the Personal Financial Planning Certificate
Program , this certificate program 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 goals, this program is for you!
This certificate includes the following courses:
If you are an active CPA desiring to obtain the PFS credential, the certificate program provides an alternative pathway to meeting the exam and education requirements. See aicpa.org/pfs for details.
$340.00 - Member Price
$555.00 - Nonmember Price
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