Personal Financial Planning Certificate Programs
About the Personal Financial Planning Certificate Program
The Personal Financial Planning Certificate Programs are a series of certificates covering the core areas of PFP, including retirement, estate, risk management/insurance, and investment planning, as well as the practical application of knowledge. Tax planning and how it relates to each area are incorporated throughout each certificate.
Four of these certificate programs, retirement, investment, estate planning, and risk management/insurance planning, is a combination of education and exam that provides the opportunity to enhance your knowledge and demonstrate your competence in that specific core discipline.
The fifth certificate, Practical Applications, requires only education and does not require an exam.