Investment Planning Learning

Personal Financial Planning

CPE Self-study

Investment Planning Learning

An eight-course program covering steps in the investment planning life cycle, including a discussion of planning for and funding higher education.

$135 - $205

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

Author(s)

Susan M. Tillery, Tom Tillery

Availability

1 year

Product Number

PFPINV24SSO

View

Business & partner

Part ofCertificate Program

Part of a discounted

Product Details

A cornerstone of personal financial planning services

The Investment Planning Learning program is an informative and engaging learning experience that will enhance your knowledge of investment planning.

Updated for recent legislation affecting many areas of investments, including the SECURE Act and SECURE 2.0, Investment Planning Learning includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education. If you are seeking a thorough understanding of investment planning as outlined in the AICPA Personal Financial Planning (PFP) Body of Knowledge, this program is for you.

This program includes the following courses:

The Investment Planning Process
Investment Data Gathering and Analysis
Creating the Investment Policy Statement
Portfolio Management
Investment Vehicles and Strategies
Investment Monitoring and Updating
Integrating Investments with the Financial Plan
Education Planning

About the Personal Financial Planning Certificate Program

Investment Planning Learning has been developed as part of the Personal Financial Planning Certificate Program, which is a series of certificates covering the core areas of personal financial planning, including retirement, estate, risk management and insurance, and investment planning, and how tax planning relates to each area.

You can earn the Investment Planning Certificate digital badge by passing the Investment Planning Certificate Exam. The Investment Planning Certificate provides an opportunity to enhance your knowledge and demonstrate competence in that specific discipline. You can save when you purchase the Investment Planning Learning and Exam as a bundle.

Who Will Benefit

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

Key Topics

The risk management planning process
Needs analysis and insurance contracts
Life insurance
Annuities
Personal risk insurance
Group insurance and other employee benefits
Education planning

Learning Outcomes

Identify the different phases of the investment planning process.
Identify the types of client data necessary to develop an effective investment plan.
Recognize the essential elements that form an effective investment policy statement.
Determine the responsibilities of the personal financial planner in selecting an investment adviser.
Identify different investment vehicles and their associated risk levels.
Analyze a client’s investment performance and goal achievement as part of an updating and monitoring engagement.
Determine how to integrate investment planning with other areas of personal financial planning.
Determine the information that must be gathered to develop an education plan.

Credit Info

CPE Credits

Online

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

Prerequisites

Financial planning knowledge

Access

Online

This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.

For more information, please refer to CPE requirements and NASBA sponsorship information

Pricing

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Nonmembers

Online

$205.00

AICPA Members

Online

$169.00

CIMA Members

Online

$169.00

PFP Section Members

Online

$135.00

PFS Credential Holders

Online

$135.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Author(s)

Susan M. Tillery

CPA/PFS, AEP®(Distinguished)

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), is president & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Susan is also a co-founder and president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for developing and delivering comprehensive family office solutions to affluent families, together with her work at Arthur Andersen and Ronald Blue & Co provided the framework for Paraklete. Susan earned both her bachelor’s and master’s degrees in accounting from the University of Georgia. She is a member of the American Institute of CPAs (AICPA), the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. In addition, Susan is a member of the GSCPA Board of Directors, and past Chair of both the AICPA Personal Financial Planning Executive Committee and the AICPA Personal Financial Planning Credential Committee. Susan is the recipient of the AICPA 2019 Personal Financial Planning Distinguished Service Award. Ms. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Susan has co-authored the AICPA Personal Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Susan is a frequent speaker and author on topics relating to personal financial planning, including CPAs and financial planning, virtual family offices, financial issues facing women, responsibilities of wealth, charitable giving, and stewardship. Susan and her family reside in Kennesaw, Georgia.

Tom Tillery

MA Ed, MSFS, CFP®, CLU®, ChFC®, LUTCF, CRPC®

Thomas Neal Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF® is vice president & CCO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as an Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and vice president of Financial Planning Advocate, LLC, which provides continuing education for CPAs, financial advisers, universities, and colleges. Tom earned an M.S. in Financial Services from the American College and an M.A. in education from the Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate) and the Atlanta Estate Planning Council. With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and author on topics relating to personal financial planning, including financial planning and tax advisory services, estate planning for the affluent, current retirement issues, working with investment advisors, and stewardship. Mr. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in accounting, business, and law graduate programs. Additionally, Tom has co-authored the AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) body of Knowledge. Successful completion of the program, with related experience, permits participants to obtain the PFS Credential. Tom and his family reside in Kennesaw, Georgia.

Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.