AICPA Certificate Programs

A practical and engaging learning experience that navigates the regulatory environment of personal financial planning, explores standards and responsibilities, and applies fundamental concepts.

PFP Practical Applications Certificate Program

Applying personal financial planning concepts Successful personal financial planning requires knowledge of standards and responsibilities, the regulatory environment, and other key technical information. However, it is also crucial to effectively apply your understanding of these critical financial planning concepts. By using essential personal financial planning concepts to determine appropriate implementation for clients, you can dramatically enhance the value you bring to your clients. As an experienced practitioner, you can expand your knowledge across various topics, including:

• Personal financial planning standards and responsibilities
• Regulatory and fiduciary landscape
• The personal financial planning process and data gathering
• Assumptions, time value of money, and cash management strategies
• Personal financial planning in practice

Advancing your career through real-world application Transitioning from theory to practice, you’ll explore the practical aspects of personal financial planning by applying your technical knowledge to real-world scenarios that cover various financial situations. You’ll also examine the landscape in which you operate, essential technical considerations, and how these factors tie into various case studies. The essential skills you’ll hone will help you apply the following concepts:

• Key contextual knowledge
• Essential financial planning topics
• How your expertise applies to your clients and their overall personal financial planning goals

With your deeper understanding of these concepts, you’ll maximize the value and support you can offer your clients.

$189.00 - Member Price
$289.00 - Nonmember Price