Financial Planning Education for Accountants (FPEA)OverviewThis program is designed for busy accountants pressed for time; it's an accelerated version of our CFP® Education Program. You can use this program to fully prepare for the National CFP® Examination and earn your CFP® designation, or simply to add to and update your financial planning knowledge for everyday use. Students will study the basic concepts of contracting and family law followed by an analysis of government sponsored benefit programs. It will provide students with a comprehensive understanding of the principles and applications related to concepts of managing risk and retirement planning. This program covers practices, issues of retirement planning. Also explored is retirement planning processes progressing from the wealth accumulation phase into the retirement phase. Investment planning and key areas are explored. The program concludes with estate planning fundamentals, concepts and applications. CFP®, CERTIFIED FINANCIAL PLANNER® and Please click on a date below to add the selected course to the shopping cart.
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® are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
