Part of the Personal Financial Planning Certificate Program, 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.
NASBA Field of Study
Tom Tillery, Susan M. Tillery
The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal financial planning (PFP), including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area. 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.
This PFP certificate program offers three different options:
Part of the Personal Financial Planning Certificate Program, the Investment Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in investment planning. Updated for the Tax Cuts and Jobs Act (TCJA) of 2017, 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. And, if you are seeking a thorough understanding of investment planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you!
If you are an active CPA, you can use these certificates to meet the education and examination requirements of the CPA/PFS credential. For more information, visit aicpa.org/PFS.
These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The 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 there is not an automated feed to the CFP Board: Send an email to CFPReporting@aicpa-cima.com with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported.
Five to eight business days after receiving your purchase confirmation email, we will send out the Notice to Schedule (NTS) email enabling you to schedule the specific day and either online proctor time or testing center location to take the exam any time over the next 12 months.
PAYMENT OF THE EXAM FEE SERVES AS CONFIRMATION THAT YOU HAVE READ THE REGISTRATION & SCHEDULING TERMS & CONDITIONS. VIEW THE REGISTRATION & SCHEDULING TERMS AND CONDITIONS.
It is extremely important that the AICPA has the most recent contact information and email address for each registrant as your email and mailing address will be utilized for all communications regarding this exam. Log in to view or update your information.
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