Welcome to Personal Financial Planning curriculum

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About the Personal Financial Planning Certificate Program

Digital badges are a way to display your knowledge of the certificate topic to your clients, prospects and peers.

The Personal Financial Planning Certificate Programs are a series of certificates covering the core areas of PFP, including retirement, estate, risk management/insurance and investment planning, as well as practical application of knowledge. Tax planning and how it relates to each area is incorporated throughout each certificate.

Each certificate program is a combination of education plus a certificate exam that provides the opportunity to enhance your knowledge and demonstrate your competence in that specific core discipline.

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Group Training
If you are interested in purchasing multiple enrollments for your organization at a discounted rate, please call 800.634.6780, option 1 to speak with a training representative, or use this form to request information. Please select that you are interested in training for "My organization".