Personal Financial Planning Estate Planning Certificate Program and Exam Bundle


The Personal Financial Planning (PFP) Estate Planning Certificate Program and Exam Bundle (13.0 CPE Credits) is an informative and engaging learning experience that will enhance your knowledge of personal financial planning.

Part of the Personal Financial Planning Certificate Program, this certificate program is comprised of five courses, including four case studies, covering the clients’ planning life cycle. You will learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients.

If you are seeking a thorough understanding of the planning process and your responsibilities as a planner with real-world application of how the PFP topics integrate with your clients life goals, this program is for you!

This series of courses includes:

PFP Standards and Responsibilities
PFP Regulatory Landscape and Fiduciary Practices
Personal Financial Planning Process
Cash Management Strategies
PFP in Practice – Putting It All Together, Part 1 and 2

If you are an active CPA desiring to obtain the PFS credential, the certificate program provides an alternative pathway to meeting the exam and education requirements. See for details.

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: Online: 13.0 (CPE credit info)
NASBA FIELD OF STUDY: Specialized Knowledge
LEVEL: Intermediate

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

AICPA’s 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


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