产品形象
PFP实际应用证书课程
个人理财规划
CPE自学

PFP实际应用证书课程

An informative and engaging learning experience that will enhance your knowledge of personal financial planning. 学会驾驭监管环境, 了解PFP标准, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your 客户端s.

$349 - $569
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格式

在线

NASBA研究领域

专业知识

水平

中间

CPE学分

13

作者(年代)

苏珊·M. 蒂勒里,汤姆·蒂勒里

可用性

1年

产品编号

167251

 视图  
 业务 & 合作伙伴 
 的一部分证书项目
产品详细信息

关于 the 个人财务规划证书课程

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.

PFP实际应用证书课程

的 PFP Practical Application Certificate is earned upon successful completion of the continuing education courses. It is an informative and engaging learning experience that will enhance your knowledge of personal financial planning. 的一部分 the 个人财务规划证书课程, 本证书课程包括五门课程, 包括四个案例研究, 覆盖客户规划生命周期. 您将学习如何驾驭监管环境, 了解PFP标准, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your 客户端s.

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 客户端s life goals, 这个节目是为你准备的!

本证书包括以下课程:

  • PFP标准和职责
  • 监管和受托格局
  • 个人理财规划流程
  • 现金管理策略
  • PFP的实践-把它放在一起,第1部分和第2部分

If you are an active CPA desiring to obtain the PFS credential, the certificate program provides an alternative pathway to meeting the exam and education requirements.

增强的按需格式

This enhanced on-demand format offers meaningful and relevant content in the form of tables, 图表, 以及幻灯片上的讨论点. An instructor who is an expert on the topical area breaks down complex topics, 提供最佳实践, 提供清晰的, and shares insights that help the learner achieve the learning objectives for the course.

信用信息
CPE学分
在线
13
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
你有美国注册188bet亚洲真人体育下载或CIMA会员资格吗? 登录 申请会员折扣.
非会员
在线
$569.00
协会成员
在线
$449.00
CIMA会员
在线
$449.00
PFP组成员
在线
$349.00

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节省时间与我们的团体订购表格. We’ll send a consolidated invoice to keep your learning expenses organized.

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6 +注册者

我们可以提供团体折扣. 电子邮件 客户端.support@aicpa-cima.com
美国客户来电 1-800-634-6780 (选择 1)

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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, together with her work at Arthur Andersen and Ronald Blue & 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. She is a member of the American Institute of CPAs (AICPA), 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, a textbook used by colleges and 大学 in accounting, 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. in Financial Services from the American College and an M.A. in education from the Southern Baptist 的ological Seminary. 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, a textbook used by colleges and 大学 in accounting, 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.
可访问性

的 Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, 包括残疾人士, have access to the profession and the Association's website, 教育材料, 产品, 和服务. 的 Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. 如需更多资料,请参阅 协会网站无障碍政策. 有关住宿要求,请联系 adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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