Personal Financial Planning Retirement Planning Certificate and Exam Bundle


Designed for practitioners who want a thorough understanding of retirement planning, the AICPA’s 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 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

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



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