Personal Financial Planning Investment Planning Certificate and Exam Bundle

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Event Details


Facility Pending

On-Demand Only

Field of Study

  • Specialized Knowledge

CPE Credit

19 hours CPE credit

Course Code


Level of Knowledge





The Investment Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in investment planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education. And, if you are seeking a thorough understanding of investment planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you!


The Investment Planning Process
Investment Data Gathering and Analysis
Creating the Investment Policy Statement
Portfolio Management
Investment Vehicles and Strategies
Investment Monitoring and Updating
Integrating Investments with the Financial Plan
Education Planning

Designed For

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

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