产品形象
投资策划证书课程
个人理财规划
CPE自学

投资策划证书课程

个人财务规划证书课程的一部分, 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.

$359 - $585
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格式

在线

NASBA研究领域

专业知识

水平

中间

CPE学分

19.5

作者(年代)

苏珊·M. 蒂勒里，汤姆·蒂勒里

可用性

1年

产品编号

166601

 视图  
 业务 & 合作伙伴 
 的一部分证书项目
产品详细信息

关于个人财务规划证书课程

的 个人财务规划证书课程 is a series of certificates covering the core areas of personal financial planning (PFP), 包括退休, 房地产, 风险管理及保险, 投资规划, 以及税务筹划与各个领域的关系. This certificate program is a combination of education and a certificate exam that gives you the opportunity to enhance your knowledge and demonstrate competence in that specific discipline.

捆绑考试+教育并保存!

这个PFP证书课程提供三种不同的选择:

  • 证书: You can display your competence and understanding in one or more core areas with a digital badge awarded upon completion of each certificate exam, an online proctored exam taken from the convenience of your home or office. This certificate offers optional online education to provide a thorough comprehension of the material in preparation for the exam.
  • 教育: 如果CPE是你的目标, 你可以购买教育, 没有证书考试, 并简单地为你的188bet亚洲真人体育下载网址执照获得CPE学分, PFS凭据, 和/或CFP®证书. 如果您持有PFS证书, t在这里 is no need to take the certificate exam because your PFS凭据 exam tests this material.
  • 证书: 如果你是一名活跃的188bet亚洲真人体育下载网址 who wants to obtain the PFS凭据, the certificate program provides an alternative pathway for meeting the exam and education requirements. 看到188bet亚洲真人体育下载.详情请访问/pfs.

投资策划证书课程

个人财务规划证书课程的一部分, the 投资策划证书课程 is an informative and engaging learning experience that will enhance your knowledge in investment planning. 根据2017年减税和就业法案(TCJA)更新, 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. 和, if you are seeking a thorough understanding of investment planning as outlined in the AICPA 个人理财规划 (PFP) Body of Knowledge, 这个节目是为你准备的!

本证书包括以下课程:

  • 投资计划程序
  • 投资数据收集与分析
  • 创建投资政策声明
  • 项目组合管理
  • 投资工具及策略
  • 投资监察及更新
  • 将投资与财务计划相结合
  • 教育计划

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CPA, PFS和CFP继续教育

的se courses meet the CPE requirements for the CPA license and PFS凭据. 此外，它有资格获得CFP董事会CE学分. 的 AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as t在这里 is not an automated feed to the CFP Board: Send an email to CFPReporting@188bet亚洲真人体育下载-cima.com 包含以下信息, CFP数量, Copy of Certificate of completion and number of CE hours requested to be reported.

信用信息
CPE学分
在线
19.5
NASBA研究领域
专业知识
水平
中间
先决条件
没有一个
访问
在线
这是一个数字产品. With full paid access the content will be available to you for 1年 after purchase date.
更多信息请参考 CPE要求和NASBA赞助信息
定价
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非会员
在线
$585.00
协会成员
在线
$465.00
CIMA会员
在线
$465.00
PFP组成员
在线
$359.00
PFS证书持有人
在线
$359.00

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作者(年代)
苏珊·M. Tillery
188bet亚洲真人体育下载网址/ PFS, AEP®(著名)
苏珊·M. 蒂勒里，188bet亚洲真人体育下载网址/PFS, AEP®(杰出)，是总裁 & Paraklete®Financial, Inc .首席执行官. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, 没有资产管理或产品销售. 的 firm acts as an Advocate in Financial Services® for its 客户端s with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate, 有限责任公司, 为188bet亚洲真人体育下载网址提供继续教育的机构, 财务顾问, 大学, 和大学. Ms. 蒂勒里在哈里斯的经历，我的首席财务官, a multi-family office w在这里 she was responsible for developing and delivering comprehensive family office solutions to affluent families, 以及她在安徒生和罗纳德·布鲁的工作 & Co为Paraklete提供了框架. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. 她是美国注册188bet亚洲真人体育下载(AICPA)会员。, the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. 除了, Susan是GSCPA董事会成员, and past Chair of both the AICPA 个人理财规划 Executive Committee and the AICPA 个人理财规划 Credential Committee. Susan is the recipient of the AICPA 2019 个人理财规划 Distinguished Service Award. Ms. Tillery is the co-author of Essentials of 个人理财规划, 高等院校使用的会计学教科书, 业务, 以及法律研究生项目. Additionally, Susan has co-authored the AICPA 个人财务规划证书课程. 的 program addresses all areas of the Personal Financial Specialist (PFS) body of knowledge. 顺利完成课程, 有相关经验, 允许参与者获得PFS证书. Susan is a frequent speaker and author on topics relating to personal financial planning, 包括188bet亚洲真人体育下载网址和财务规划, 虚拟家族办公室, 女性面临的经济问题, 财富的责任, 慈善捐赠, 和管理工作. 苏珊和她的家人住在乔治亚州的肯尼索.
汤姆Tillery
MA Ed, MSFS, CFP®，CLU®，ChFC®，LUTCF, CRPC®
Thomas Neal Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF® is vice president & Paraklete®Financial, Inc .首席运营官. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, 没有资产管理或产品销售. 的 firm acts as an Advocate in Financial Services® for its 客户端s with a disciplined focus on independence and objectivity. Tom is also a co-founder and vice president of Financial Planning Advocate, 有限责任公司, 为188bet亚洲真人体育下载网址提供继续教育的机构, 财务顾问, 大学, 和大学. 汤姆得了个M.S. 获得美国学院金融服务学士学位和硕士学位.A. 从南方浸信会神学院获得教育学位. He is an active member of AICPA (Non-CPA Associate) and the Atlanta Estate Planning Council. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and author on topics relating to personal financial planning, 包括财务规划和税务咨询服务, 富人的遗产规划, 当前的退休问题, 与投资顾问合作, 和管理工作. Mr. Tillery is the co-author of Essentials of 个人理财规划, 高等院校使用的会计学教科书, 业务, 以及法律研究生项目. Additionally, Tom has co-authored the AICPA Financial Planning 证书项目. 的 program addresses all areas of the Personal Financial Specialist (PFS) body of Knowledge. 顺利完成课程, 有相关经验, 允许参与者获得PFS证书. 汤姆和他的家人住在乔治亚州的肯尼索.
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