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PFP实际应用证书课程
An informative and engaging learning experience that will enhance your knowledge of personal financial planning. 学会驾驭监管环境, 了解PFP标准, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your 客户端s.
格式
在线
NASBA研究领域
专业知识
水平
中间
CPE学分
13
作者(年代)
苏珊·M. 蒂勒里,汤姆·蒂勒里
可用性
1年
产品编号
167251
关于 the 个人财务规划证书课程
的 个人财务规划证书课程 is a series of certificates covering the core areas of personal financial planning (PFP), 包括退休, 房地产, 风险管理及保险, 投资规划, 以及税务筹划与各个领域的关系.
PFP实际应用证书课程
的 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. 的一部分 the 个人财务规划证书课程, 本证书课程包括五门课程, 包括四个案例研究, 覆盖客户规划生命周期. 您将学习如何驾驭监管环境, 了解PFP标准, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your 客户端s.
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 客户端s life goals, 这个节目是为你准备的!
本证书包括以下课程:
- PFP标准和职责
- 监管和受托格局
- 个人理财规划流程
- 现金管理策略
- PFP的实践-把它放在一起,第1部分和第2部分
If you are an active CPA desiring to obtain the PFS credential, the certificate program provides an alternative pathway to meeting the exam and education requirements.
增强的按需格式
This enhanced on-demand format offers meaningful and relevant content in the form of tables, 图表, 以及幻灯片上的讨论点. An instructor who is an expert on the topical area breaks down complex topics, 提供最佳实践, 提供清晰的, and shares insights that help the learner achieve the learning objectives for the course.
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