On Demand7 CE Credits
Fundamentals of Personal Financial Planning
Hosted by Association of International Certified Professional Accountants (AICPA-CIMA)
Dates TBD Online / Virtual
Finance & Insurance
About This Event
A self-paced CPE course covering core personal financial planning topics including financial planning process and standards, estate and charitable planning, investment and education planning, retirement and elder planning, and risk management. The series aims to help CPAs and financial planners gain fundamental knowledge to better serve clients with expanded personal financial planning services.
Topics Covered
Leadership & Management
Practice Management / Business
Regulatory & Legal
Risk Management
Registration & Fees
Continuing Education
7 CE Credits
Accredited by: NASBA (National Association of State Boards of Accountancy)
The American Institute of Certified Public Accountants is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Also recognized by SHRM to offer Professional Development Credits (PDCs). Sponsor numbers: National Registry: 141642, Illinois: 158-000880, New Jersey: 20CE00029900, Pennsylvania: PX-177106, Texas: 000215, All others: A-0001
Who This Event Is For
Industries
Finance & Insurance