Retirement Planning 证书项目

Comprehensive retirement planning

退休计划证书课程包括六个动态课程，涵盖退休计划生命周期的关键步骤, including unique planning for aging and chronically ill 客户端s.

• The Retirement Planning Process
• Governmental and Employer Retirement Plans
• Personal Retirement Investments, Income, and Expenses
• Analyzing Client Retirement Data
• Creating, Implementing, and Monitoring the Retirement Plan
• Elder and Special Needs Planning

Personal Financial Planning 证书项目

个人财务规划证书课程是一系列涵盖个人财务规划(PFP)核心领域的证书。, 包括退休, 房地产, risk management and insurance, and investment planning, and how tax planning relates to each area.

这个证书课程是教育和证书考试的结合，让你有机会提高你在特定学科的知识和展示能力.

Which option is right for you?

PFP证书课程提供了三种不同的选择，因此您可以决定哪种帮助您实现目标.

Certificate to display your competence

您可以在完成每个证书考试后获得数字徽章，展示您在个人财务规划的一个或多个核心领域的能力和理解.

每个考试都是在线监考，可以在家里或办公室方便地进行.

可选的在线教育是可用的，所以你可以彻底理解材料和准备考试.

Education to earn CPE

如果CPE是你的目标, you can purchase the education without the certificate exam, and simply earn CPE credit for your CPA license, PFS凭据, and/or CFP® credential.

If you hold the PFS凭据, 没有必要参加证书考试，因为你的PFS证书考试会测试这些材料.

Credential as a Personal Financial Specialist (PFS)

If you are an active CPA who wants to obtain the PFS凭据, 证书课程为满足考试和教育要求提供了另一种途径.

参见http://www.aicpa-cima.com/membership/landing/credentials for additional information.

CPA, PFS, and CFP® Continuing Education

这些课程满足CPA执照和PFS证书的CPE要求. They also qualify for CFP® Board CE credits. The AICPA reports these CE credits to the CFP® Board every two weeks. However, this reporting is not automatic. Follow these steps to ensure your CE credits are reported:

电子邮件: CFPReporting@aicpa-cima.com.
包括:你的名字, CFP®数量, a copy of your completion certificate, and the number of CE hours you wish to report.of CE hours requested to be reported.

谁将受益

• 理财规划师
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• 税务专业人士
• 对个人财务规划有基本知识和兴趣的专业人士

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• The Retirement Planning Process
• Governmental and Employer Retirement Plans
• Personal Retirement Investments, Income, and Expenses
• Analyzing Client Retirement Data
• Creating, Implementing, and Monitoring the Retirement Plan
• Elder and Special Needs Planning

学习成果

• 确定适用于美国注册188bet亚洲真人体育下载成员执行个人财务规划业务的标准.
• Identify the requirements that apply to participants in a qualified plan.
• 确定为保护计划参与者而设计的合格退休计划的监管和立法要求.
• Identify characteristics of nonqualified plans.
• Identify types of retirement assets.
• 确定雇主资助的退休计划的要求和特点.
• Distinguish saving strategies for retirement.
• Identify types of assumptions used in personal financial planning.
• 确定退休计划供款对雇主和雇员的影响.
• 确定在规划老年人和有特殊需要的人的护理时涉及的非财务因素.