Essentials of Personal Financial Planning
Provider: AICPA
Length: 125 minutes
Specialized Knowledge
2.5 CPE Credits
Basic
QAS self study
Lay the foundation for providing financial planning services that serve the best interests of your clients.
By understanding the essentials of personal financial planning, you will have taken the first step in developing a comprehensive and practical financial plan for your clients.
By understanding the essentials of personal financial planning, you will have taken the first step in developing a comprehensive and practical financial plan for your clients.