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 practical application of knowledge. Tax planning and how it relates to each area is 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.
A digital badge helps you gain recognition for earning your certificate by allowing you to easily display and share your achievement. Prospective clients and employers will be able to quickly verify your competencies and skills. The digital badge also provides greater credibility and visually declares your commitment to quality. According to a recent LinkedIn study, profiles with certifications and badges receive six times the number of profile views.
If you are interested in purchasing multiple enrollments for your organization at a discounted rate, please call 800.634.6780, option 1 to speak with a training representative, or use this form to request information. Please select that you are interested in training for "My organization".