On Demand6.5 CE Credits
PFP Practical Applications Certificate Program
Hosted by AICPA & CIMA
Dates TBD Online / Virtual
Finance & Insurance
About This Event
This certificate program provides practical training in personal financial planning fundamentals, covering regulatory requirements, standards and responsibilities, and the application of key financial planning concepts through real-world case studies. Participants learn to apply technical knowledge to client scenarios across areas including cash management, data gathering, time value of money, and the personal financial planning process.
Topics Covered
Leadership & Management
Practice Management / Business
Regulatory & Legal
Risk Management
Ethics & Professional Conduct
Scope of Practice
Registration & Fees
Continuing Education
6.5 CE Credits
Accredited by: NASBA
Fulfills CPE requirements for CPA license and PFS credential. Qualifies for CFP® Board CE credits. AICPA reports CE credits to CFP® Board every two weeks. AICPA registered with NASBA as CPE sponsor on National Registry. State Boards have final authority on CPE credit acceptance.
Who This Event Is For
Industries
Finance & Insurance