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Personal Financial Planning Retirement Planning Certificate and Exam Bundle, AICPA


Варианты приобретения
Цена: 80280.00р.
Кол-во:
 о цене
Наличие: Отсутствует. Возможна поставка под заказ.

При оформлении заказа до: 2025-08-04
Ориентировочная дата поставки: Август-начало Сентября
При условии наличия книги у поставщика.

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Автор: AICPA
Название:  Personal Financial Planning Retirement Planning Certificate and Exam Bundle
ISBN: 9781119695905
Издательство: Wiley
Классификация:


ISBN-10: 1119695902
Обложка/Формат: Paperback
Вес: 0.67 кг.
Дата издания: 20.05.2020
Серия: Economics/Business/Finance
Язык: English
Размер: 185 x 132 x 3
Читательская аудитория: Professional & vocational
Ключевые слова: Finance & accounting
Ссылка на Издательство: Link
Рейтинг:
Поставляется из: Англии
Описание:

Designed for practitioners who want a thorough understanding of retirement planning, the AICPAs Retirement Planning Certificate and Exam Bundle (20.0 CPE Credits) is a series of courses covering the retirement planning life-cycle, including planning for aging and chronically ill clients.

The Retirement Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in retirement planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes six dynamic courses covering critical steps in the retirement planning life cycle, including unique planning for aging and chronically ill clients.

This series of courses include:

- The Retirement Planning Process - Governmental and Employer Retirement Plans - Personal Retirement Investments, Income, and Expenses - Analyzing Client Retirement Data - Creating, Implementing, and Monitoring the Plan - Elder and Special Needs Planning CPA, PFS, and CFP Continuing Education

These courses meet the CPE requirements for the CPA license and PFS credential. In addition, it qualifies for CFP board CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board: Send an email to CFPReporting@aicpa-cima.com with the following information: Name, CFP Number, Copy of Certificate of completion and number of CE hours requested to be reported.

Digital Badge: Your Professional Distinction

Set yourself apart as a future-ready financial professional. Upon completion, you will be awarded with a certificate in the form of a digital badge. Digital badges allow you to distinguish yourself in the marketplace and show your commitment to quality. The badge can be posted to your social media profiles and linked to your resume or email signature, providing maximum visibility to your achievement.

Credit Info

  • CPE CREDITS: Exam + Online: 20.0 (CPE credit info)
  • NASBA FIELD OF STUDY: Specialized Knowledge
  • LEVEL: Intermediate
  • PREREQUISITES: None
  • ADVANCE PREPARATION: None
  • DELIVERY METHOD: QAS Self-Study
  • COURSE ACRONYM: PFP-RETB, PFP-RETE, PFP-RETC


Online Access Instructions

A personal pin code is enclosed in the physical packaging that may be activated online upon receipt. Once activated, you will gain immediate online access to the product for one full year.

System Requirements

AICPAs online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by AICPA technicians.

A stable and continuous internet connection is required. In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your account after successfully completing the course and/or exam.

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

  • Apple Safari
  • Google Chrome
  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

  • Adobe Flash
  • Adobe Acrobat Reader

Technical Support: Please contact service@aicpa.org.




Financial Literacy: Planning for the Future, 2019

Название: Financial Literacy: Planning for the Future, 2019
ISBN: 1642652709 ISBN-13(EAN): 9781642652703
Издательство: Mare Nostrum (Eurospan)
Рейтинг:
Цена: 54886.00 р.
Наличие на складе: Нет в наличии.

Описание: Financial Literacy: Planning for the Future is the next step for your library's financial literacy collection. This new eight-volume set provides helpful guidance for patrons who are ready for the next step in their financial planning-starting a family, buying a home, weighing insurance options, protecting themselves from identify theft, planning for college and so much more. Designed as a complement to Financial Literacy Basics , Financial Literacy: Planning for the Future takes readers even further towards their financial goals. Written in easy-to-understand language, these guides take the guesswork out of financial planning. Each guide is devoted to a specific topic relevant to those who are making big decisions regarding their finances. Combined, they provide the reader with helpful information on how to best manage their money and plan for their future and their family's future.

Название: Financial Literacy: Planning for the Future, 2020/21
ISBN: 1642655864 ISBN-13(EAN): 9781642655865
Издательство: Mare Nostrum (Eurospan)
Рейтинг:
Цена: 50589.00 р.
Наличие на складе: Нет в наличии.

Описание: An important resource for your library`s financial literacy collection. This new eight volume set provides helpful guidance for patrons who are ready for the next step in their financial planning - starting a family, buying a home, insurance options, identify theft, planning for college and so much more.

Regulation of financial planning in australia

Автор: Mcinnes, Angelique Nadia Sweetman (central University Of Queensland, Australia)
Название: Regulation of financial planning in australia
ISBN: 0367149974 ISBN-13(EAN): 9780367149970
Издательство: Taylor&Francis
Рейтинг:
Цена: 22202.00 р.
Наличие на складе: Поставка под заказ.

Описание: This book investigates the legitimacy of the current Australian Financial Services Licensee-Authorised Representative (AFSL-AR) licensing model by considering theories in agency, legislation, legitimacy and the independent individual regulatory regimes in other professions and thereafter applying it to financial planning theory.

Financial Management: The Ultimate Guide to Planning, Organizing, Directing, and Controlling the Financial Activities of an Enterprise

Автор: Shields Greg
Название: Financial Management: The Ultimate Guide to Planning, Organizing, Directing, and Controlling the Financial Activities of an Enterprise
ISBN: 164748412X ISBN-13(EAN): 9781647484125
Издательство: Неизвестно
Рейтинг:
Цена: 4137.00 р.
Наличие на складе: Есть у поставщика Поставка под заказ.

Описание: Are you a small business owner, student or a senior manager in another discipline who needs to brush up on financial concepts? If so, this book will explain finance simply and with plenty of real-life examples that make it easy to see how to apply the concepts in practice.

Financial Planning Models in Excel

Автор: Walter Schuster
Название: Financial Planning Models in Excel
ISBN: 9144127669 ISBN-13(EAN): 9789144127668
Издательство: Gazelle Book Services
Рейтинг:
Цена: 6862.00 р.
Наличие на складе: Поставка под заказ.

Описание: This book presents the construction of a basic but complete financial planning model that may be used as a tool when addressing the strategic and financial challenges of a firm. Financial Planning Models in Excel introduces a model that, in addition to having budgeted statements of income and financial position as output, presents a budgeted cash flow statement. The advantage is that the cash flow consequences of different scenarios are presented in more detail and structured by operating, investing and financing cash flows. Most importantly, this approach provides a check of the model relationships, thus ensuring the reliability of the model. The book presents solutions to the most common problems in relation to model-building and there are specific chapters on developing support modules for revenues, expenses, investments, research and development, liabilities, equity and tax. Focusing on the interpretation of the models, there are also chapters on support modules for calculating financial ratios and company valuation. Although Excel is not the primary focus of the book, there are guidelines on how to construct the model in order to maximise the computer support and instructions for specific issues such as the use of logical tests. Financial Planning Models in Excel is intended for university students in accounting and finance. These types of models constitute useful tools for strategy development and evaluation, as well as for learning accounting.

Budgeting, Forecasting and Planning In Uncertain T imes

Автор: Michael Coveney, Gary Cokins
Название: Budgeting, Forecasting and Planning In Uncertain T imes
ISBN: 1940235316 ISBN-13(EAN): 9781940235318
Издательство: Wiley
Рейтинг:
Цена: 8316.00 р.
Наличие на складе: Поставка под заказ.

Описание: Budgeting, planning and forecasting are critical management tasks that not only impact the future success of an organization, but can threaten its very survival if done badly. Yet in spite of their importance, the speed and complexity of today’s business environment has caused a rapid decrease in the planning time horizon. As a consequence the traditional planning processes have become unsuitable for most organization’s needs. In this book readers will find new, original insights, including: 7 planning models that every organization needs to plan and manage performance 6 ways in which performance can be viewed A planning framework based on best management practices that can cope with an unpredictable business environment The application of technology to planning and latest developments in systems Results of the survey conducted for the book on the state of planning in organizations


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