Personal Financial Planning Retirement Planning Certificate and Exam Bundle
Overview: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.
AICPA On-Demand Login Instructions
You will receive an email from firstname.lastname@example.org 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 mail.learn.aicpa.org to your list of trusted domains.
9am-6pm ET Monday-Friday