Personal Financial Planning Retirement Planning Certificate and Exam Bundle

Designed for practitioners who want a thorough understanding of retirement planning, the AICPA's Retirement Planning Certificate and Exam Bundle (20.0 CPE Credits) 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.

This series of courses include:

·         _{The Retirement Planning Process}

_{·         Governmental and Employer Retirement Plans}

_{·         Personal Retirement Investments, Income, and Expenses}

_{·         Analyzing Client Retirement Data}

_{·         Creating, Implementing, and Monitoring the Plan}

_{·         Elder and Special Needs Planning}

_{CPA, PFS, and CFP Continuing Education}

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.

Digital Badge: Your Professional Distinction

Set yourself apart as a future-ready financial professional. Upon completion, you will be awarded with a certificate in the form of a digital badge. Digital badges allow you to distinguish yourself in the marketplace and show your commitment to quality. The badge can be posted to your social media profiles and linked to your resume or email signature, providing maximum visibility to your achievement.

Credit Info

• CPE CREDITS: Exam + Online: 20.0 (CPE credit info)
• NASBA FIELD OF STUDY: Specialized Knowledge
• LEVEL: Intermediate
• PREREQUISITES:  None
• ADVANCE PREPARATION: None
• DELIVERY METHOD: QAS Self-Study
• COURSE ACRONYM: PFP-RETB, PFP-RETE, PFP-RETC

Online Access Instructions

 A personal pin code is enclosed in the physical packaging that may be activated online upon receipt. Once activated, you will gain immediate online access to the product for one full year.

 System Requirements

 AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by AICPA technicians.

 A stable and continuous internet connection is required. In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your account after successfully completing the course and/or exam.

 Supported Operating Systems:

• Macintosh OS X 10.10 to present
• Windows 7 to present

 Supported Browsers:

• Apple Safari
• Google Chrome
• Microsoft Internet Explorer
• Mozilla Firefox

 Required Browser Plug-ins:

• Adobe Flash
• Adobe Acrobat Reader

 Technical Support: Please contact service@aicpa.org.

The American Institute of CPAs (AICPA) is the world's largest member association representing the CPA profession, with more than 429,000 members in the United States and worldwide, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education, and consulting. The AICPA sets ethical standards for its members and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA examination, offers specialized credentials, builds the pipeline of future talent and drives professional competency development to advance the vitality, relevance and quality of the procession.

The New copy of this book will include any supplemental materials advertised. Please check the title of the book to determine if it should include any access cards, study guides, lab manuals, CDs, etc.

The Used, Rental and eBook copies of this book are not guaranteed to include any supplemental materials. Typically, only the book itself is included. This is true even if the title states it includes any access cards, study guides, lab manuals, CDs, etc.