PFP Practical Applications Certificate Program

The PFP Practical Application Certificate is earned upon successful completion of the continuing education courses. It is an informative and engaging learning experience that will enhance your knowledge of personal financial planning. Part of the Personal Financial Planning Certificate Program, this certificate program is comprised of five courses, including four case studies, covering the clients' planning life cycle. You will learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients. If you are seeking a thorough understanding of the planning process and your responsibilities as a planner with real-world application of how the PFP topics integrate with your clients’ life goals, this program is for you!

This enhanced on-demand format offers meaningful and relevant content in the form of tables, charts, and discussion points on slides. An instructor who is an expert on the topical area breaks down complex topics, offers best practices, provides clarity, and shares insights that help the learner achieve the learning objectives for the course.

Once you’ve completed the learning, you will be awarded with a certificate in the form of a digital badge. A digital badge is a validated, graphical representation of your significant achievement. There is a description of the specific knowledge and skills you’ve demonstrated or achieved to earn it. As digital badges become the global standard for recognizing and publicizing professional development, your accepted badge will allow you to distinguish yourself in the marketplace and show your commitment to life-long learning and competency.

Topics Discussed

Topics Discussed: 
  • PFP Standards and Responsibilities
  • PFP Regulatory Landscape and Fiduciary Practices
  • Personal Financial Planning Process
  • Cash Management Strategies
  • PFP in Practice — Putting It All Together, Part 1 and 2

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COURSE CODE

PFP-PROCB

FIELD OF STUDY

Specialized Knowledge

CPE CREDIT HOURS

14.5

KNOWLEDGE LEVEL

Intermediate

INTENDED AUDIENCE

CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning

PREREQUISITE

None

ADVANCED PREPARATION

None

DELIVERY METHOD

Self-study online

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For individual training, visit:

(U.S.) AICPAstore.com

(Outside the U.S.) CGMAstore.com


CONTACT A TRAINING REPRESENTATIVE:


1-800-634-6780 Option 1
aicpalearning@aicpa.org

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