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The Personal Financial Planning Applications course is an informative and engaging learning experience that will enhance your knowledge of personal financial planning. This certificate program is comprised of five courses, including four case studies, covering the clients' planning life cycle.
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 clients life goals, this program is for you!
Basic knowledge of personal financial planning.
CPAs
Financial planners