Personal Financial Planning Retirement Planning Certificate and Exam Bundle

Available Anytime
Location: Online
Technical Business
Registration is Open
FICPA Members
$529.00 Regular Price
$669.00 Regular Price
Product Code: AI20-PFPRP-CERT
Level: Intermediate
Vendor: AICPA CPE Division
Field of Study: Specialized Knowledge


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.

Major Topics:

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

Designed For:

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

Additional Info:

AICPA On-Demand Login Instructions

You will receive an email from with a personalized link to your online learning portal. This email is sent soon after registration if you do not see it, please check your Spam folder and add to your list of trusted domains.

AICPA Support:
9am-6pm ET Monday-Friday

Phone: 888.777.7077