Retirement Planning Certificate Program

Personal Financial Planning

CPE Self-study

Retirement Planning Certificate Program

You will enhance your competence in personal financial planning through this certificate program which features six dynamic courses that cover critical steps in the retirement planning life cycle.

$230 - $345

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

Author(s)

Susan M. Tillery, Tom Tillery

Availability

1 year

Product Number

PFPRET23SSO

View

Business & partner

Part ofCertificate Program

MyCPE Manager compatible

Part of a discounted

Product Details

Comprehensive retirement planning

The Retirement Planning Certificate Program includes six dynamic courses covering critical steps in the retirement planning life cycle, including unique planning for aging and chronically ill clients.

The Retirement Planning Process
Governmental and Employer Retirement Plans
Personal Retirement Investments, Income, and Expenses
Analyzing Client Retirement Data
Creating, Implementing, and Monitoring the Retirement Plan
Elder and Special Needs Planning

Personal Financial Planning Certificate Program

The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area.

This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline.

Which option is right for you?

The PFP certificate program offers three different options so you can decide which helps you achieve your goals.

Certificate to display your competence

You can display your competence and understanding in one or more core areas of personal financial planning with a digital badge awarded upon completion of each certificate exam.

Each exam is proctored online and can be taken from the convenience of your home or office.

Optional online education is available so you can thoroughly comprehend the material and prepare for the exam.

Education to earn CPE

If CPE is your goal, you can purchase the education without the certificate exam, and simply earn CPE credit for your CPA license, PFS credential, and/or CFP® credential.

If you hold the PFS credential, there is no need to take the certificate exam because your PFS credential exam tests this material.

Credential as a Personal Financial Specialist (PFS)

If you are an active CPA who wants to obtain the PFS credential, the certificate program provides an alternative pathway for meeting the exam and education requirements.

See http://www.aicpa-cima.com/membership/landing/credentials for additional information.

CPA, PFS, and CFP® Continuing Education

These courses fulfill CPE requirements for both the CPA license and PFS credential. They also qualify for CFP® Board CE credits. The AICPA reports these CE credits to the CFP® Board every two weeks. However, this reporting is not automatic. Follow these steps to ensure your CE credits are reported:

Email: CFPReporting@aicpa-cima.com.
Include: Your name, CFP® Number, a copy of your completion certificate, and the number of CE hours you wish to report.of CE hours requested to be reported.

Who Will Benefit

Financial Planners
CPAs
Tax professionals
Qualified professionals with basic knowledge of, and interest in, personal financial planning

Key Topics

The Retirement Planning Process
Governmental and Employer Retirement Plans
Personal Retirement Investments, Income, and Expenses
Analyzing Client Retirement Data
Creating, Implementing, and Monitoring the Retirement Plan
Elder and Special Needs Planning

Learning Outcomes

Determine the standards that apply to AICPA members performing personal financial planning engagements.
Identify the requirements that apply to participants in a qualified plan.
Identify regulatory and legislative requirements for qualified retirement plans designed to protect plan participants.
Identify characteristics of nonqualified plans.
Identify types of retirement assets.
Identify requirements and features of employer-sponsored retirement plans.
Distinguish saving strategies for retirement.
Identify types of assumptions used in personal financial planning.
Determine the implications of retirement plan contributions for employers and employees.
Determine nonfinancial factors involved in planning care for the elderly and those with special needs.

Credit Info

CPE Credits

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

Prerequisites

Mastery of basic personal financial planning concepts and techniques

Access

Online

This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.

Digital Badge

After completing the course, you will receive a digital badge that can be easily shared with your professional network

For more information, please refer to CPE requirements and NASBA sponsorship information

Pricing

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Nonmembers

Online

$345.00

AICPA Members

Online

$289.00

CIMA Members

Online

$289.00

PFP Section Members

Online

$230.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Author(s)

Susan M. Tillery

CPA/PFS, AEP®(Distinguished)

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), is president & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for developing and delivering comprehensive family office solutions to affluent families, together with her work at Arthur Andersen and Ronald Blue & Co provided the framework for Paraklete. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. She is a member of the American Institute of CPAs (AICPA), the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. In addition, Susan is a member of the GSCPA Board of Directors, and past Chair of both the AICPA Personal Financial Planning Executive Committee and the AICPA Personal Financial Planning Credential Committee. Susan is the recipient of the AICPA 2019 Personal Financial Planning Distinguished Service Award. Ms. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Susan has co-authored the AICPA Personal Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Susan is a frequent speaker and author on topics relating to personal financial planning, including CPAs and financial planning, virtual family offices, financial issues facing women, responsibilities of wealth, charitable giving, and stewardship. Susan and her family reside in Kennesaw, Georgia.

Tom Tillery

MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®

Thomas Neal Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF® is vice president & CCO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and vice president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Tom earned an M.S. in Financial Services from the American College and an M.A. in education from the Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate) and the Atlanta Estate Planning Council. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and author on topics relating to personal financial planning, including financial planning and tax advisory services, estate planning for the affluent, current retirement issues, working with investment advisors, and stewardship. Mr. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Tom has co-authored the AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of Knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Tom and his family reside in Kennesaw, Georgia.

Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.