On Demand1.5 CE Credits
The Retirement Planning Process
Hosted by Association of International Certified Professional Accountants (AICPA-CIMA)
Dates TBD Online / Virtual
Finance & Insurance
About This Event
This intermediate-level CPE self-study course teaches financial planners, CPAs, and tax professionals how to counsel clients on retirement planning and financial independence goals. Participants learn to design tailored strategies, navigate retirement plan regulations including the SECURE Act and ERISA, and ensure compliance while protecting clients from unintended tax consequences.
Topics Covered
Leadership & Management
Practice Management / Business
Regulatory & Legal
Risk Management
Registration & Fees
Continuing Education
1.5 CE Credits
Accredited by: NASBA
The American Institute of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. CPE credits are based on a 50-minute hour.
Who This Event Is For
Industries
Finance & Insurance