On-Demand

20.5 CPE Credits

Retirement Planning Certificate (On-Demand) 2023

On-Demand
20.5 CPE Credits

  • Instructor

    Susan
    Tillery

  • Instructor

    Tom
    Tillery

Designed for practitioners who want a thorough understanding of retirement planning, the AICPA's Retirement Planning Certificate program is a series of courses covering the retirement planning life-cycle, including planning for aging and chronically ill clients.

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.

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 Credits
20.5
Specialized Knowledge

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax
  • Estate Planning

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.