The PFP Practical Applications 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 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!
Topics Discussed
- 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
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: 13
$409.00 - Member Price
$515.00 - Nonmember Price
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