Personal Financial Planning Retirement Planning Certificate and Exam

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Event Details


Facility Pending

On-Demand Only

Field of Study

  • Specialized Knowledge

CPE Credit

20 hours CPE credit

Course Code


Level of Knowledge





The Retirement Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in retirement planning. Part of the Personal Financial Planning Certificate Program, this 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 Plan
Elder and Special Needs Planning

Designed For

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

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