4165  |  On Demand  |  Intermediate  |  Self-Study

PFP Practical Applications Certificate Program

Friday, May 1, 2020 - Friday, April 30, 2021

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The PFP Practical Application Certificate is earned upon successful completion of the continuing education courses. It is an informative and engaging learning experience that will enhance your knowledge of personal financial planning. Part of the Personal Financial Planning Certificate Program, this certificate program is comprised of five courses, including four case studies, covering the clients' planning life cycle. You will learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients.

If you are seeking a thorough understanding of the planning process and your responsibilities as a planner with real-world application of how the PFP topics integrate with your clients life goals, this program is for you!

Instructors

  • Thomas Tillery (view bio)
  • Susan Tillery

Designed For

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


Highlights

PFP Standards and Responsibilities PFP Regulatory Landscape and Fiduciary Practices Personal Financial Planning Process Cash Management Strategies PFP in Practice - Putting It All Together, Part 1 and 2


Your Price: $499.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

Members log in and save $100.00 on this event. Not a member? join today.


Instructors

Thomas Tillery

Thomas Tillery is a member of AICPA Personal Financial Planning Section (Non-CPA Associate), the Society of Financial Service Professionals, and the Atlanta Estate Planning Council.

Tom has been a provider of Continuing Education for attorneys, CPAs, and investment and insurance professionals for over 20 years. He has written curriculum and lectured in the discipline of Financial Planning for several universities and on line programs.

Tom is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).


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