On-Demand


20.5 CPE

Retirement Planning Certificate (On-Demand) 2023

On-Demand
20.5 CPE
  • Instructor

    Susan
    Tillery

  • Instructor

    Tom
    Tillery

Major 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

CPE Credits Available

20.5 CPE
20.5
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax
  • Accounting & Auditing

Prerequisites

None.

Advanced Preparation

None.

Intended Audience

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

Provider

AICPA - Durham

This can not be purchased at this time.