The Investment Planning Certificate Program is an
informative and engaging learning experience that will enhance your knowledge in
investment planning. Part of the Personal Financial Planning Certificate
Program
,
this certificate program includes eight courses covering steps in the investment
planning life cycle, along with a discussion of planning for and
funding higher education. And, if you are seeking a thorough understanding of
investment planning as outlined in the AICPA Personal Financial Planning (PFP)
Body of Knowledge, this program is for
you!
Topics Discussed
- The investment planning process
- Investment data gathering and analysis
- Creating the investment policy statement
- Portfolio management
- Investment vehicles and strategies
- Investment monitoring and updating
- Integrating investments with the financial plan
- Education planning
Who Will It Benefit?
CPAs, financial
planners and qualified professionals with basic knowledge of, and interest in,
personal financial planning.
Details
- Field of Study: Specialized Knowledge & Applications
- Level: Intermediate
- CPE Credit: 19.5
$449.00 - Member Price
$780.00 - Nonmember Price
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