This CPE course can be purchased individually or as part of the Risk Management and Insurance Planning Certificate Program. The personal financial planner has a pivotal role in...
About the Personal Financial Planning Certificate Program The Personal Financial Planning Certificate Program is a series of certificates covering the core areas of personal...
This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. Investing is often thought of as a high-risk activity by those not familiar...
This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. Narrated by Tom Tillery, this self-study course illustrates how the client...
This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. Are you educating your clients on the tax effects and opportunities...
This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. Excellent portfolio management is crucial for the success of the client's...
This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. Do you need an introduction to investment vehicles and strategies to...
This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. During the monitoring and updating phase of the investment planning...
This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. Demonstrate your value by coordinating your clients' advisers, a skill-set...
This CPE course can be purchased individually or as part of the Investment Planning Certificate Program. This self-study course examines personal financial planning for college, a...
This CPE course can be purchased individually or as part of the PFP Practical Applications Certificate Program. The Statement on Standards in Personal Financial Planning Services...
This CPE course can be purchased individually or as part of the PFP Practical Applications Certificate Program. The regulatory and fiduciary landscape for personal financial...
The Florida Institute of Certified Public Accountants (FICPA) 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.