On Demand
Fundamentals of Personal Financial Planning
Hosted by Association of International Certified Professional Accountants (AICPA-CIMA)
Dates TBD Online / Virtual
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.
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