Fundamentals of Personal Financial Planning
Learn about a broad spectrum of personal financial planning topics and how they each relate to Statement on Standards in Personal Financial Planning Services.
Format
Online
NASBA Field of Study
Specialized Knowledge
Level
Basic
CPE Credits
12.5
Author(s)
Tom Tillery, Susan M. Tillery
Availability
1 year
Product Number
189500
The Fundamentals of Personal Financial Planning series will help you gain fundamental knowledge in all core elements of personal financial planning to better serve your existing clients with expanded services, as well as, and earn new clients looking for personal financial planning.
In this CPE self-study series, you will learn about a broad spectrum of personal financial planning topics and how they each relate to Statement on Standards in Personal Financial Planning Services:
- Financial planning process and standards
- Estate and charitable planning
- Investment and education planning
- Retirement and elder planning
- Risk management and employee and business-owner planning
In the process, consider how to reshape your services by increasing staff proficiency, understanding, and awareness in these areas, enabling you firm to expand services, increase revenue, and strengthen your brand.
This series will help you deepen your client relationship for higher client satisfaction and retention, spread revenue stream and workloads throughout the year, rather than concentrating most work around tax deadlines; and, create a foundation for additional indepth training on the areas to build additional proficiency.
This series of courses includes:
- Financial planning process and standards
- Estate and charitable planning
- Investment and education planning
- Retirement and elder planning
- Risk management/employee and business-owner planning
- Understand the personal financial planning process, including how it relates to the Statement on Standards in Personal Financial Planning Services No. 1, as well as, personal financial planning concepts and responsibilities.
- Identify basic considerations in estate and charitable planning as well as specific vehicles used therein.
- Recognize the overall risk management process including the types and legal elements of insurance contracts, as well as, the regulatory environment.
- Distinguish investment vehicles and their constraints, understand asset allocation, investment manager selection, and the regulatory environment surrounding investment planning.
- Recognize the types of retirement plans available and understand the fundamental assumptions and regulatory environment behind retirement planning.
Group ordering for your team
2 to 5 registrants
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We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org
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