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Personal Financial Planning Retirement Planning Certificate and Exam

 
 
20
Registration is Open
VSCPA Members
$529.00 Regular Registration
Non-members
$669.00 Regular Registration
Designed For:

CPAs, financial planners, and qualified professionals with basic knowledge of, and interest in, personal financial planning.

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.

Authors: Susan M. Tillery, CPA/PFS, CFP® , Tom Tillery, MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

This program is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Access information will be emailed directly to you by AICPA.

Related Events

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.