Focused Approaches for Achieving Financial Resilience.
Build Expertise in Personal Finance for Lasting Impact.
Continuing Education approved courses for Multiple Qualifications
On-Demand Courses
Individual Certificates for each Module
Courses authored by Subject Matter Experts
Shareable Certificate on LinkedIn
Are you ready to transform your approach to personal finance? The Certification in Personal Finance (CPF) equips financial advisors and professionals with the skills to build comprehensive financial strategies. From wealth management to retirement planning, this course covers it all, empowering you to guide clients towards financial security and resilience.
Financial markets and effective wealth-building strategies.
Advanced investment options, including REITs, annuities, and crypto assets.
Retirement planning essentials, from life insurance to Social Security.
Holistic tax planning and risk management approaches.
Behavioral finance and how it impacts client decision-making.
CPAs, CFPs, CFAs and Financial Advisors who want to enhance their skills in personal financial planning, advanced retirement strategies, and investment analysis, taking their expertise beyond basic personal finance concepts.
Professionals working in wealth management, insurance, and financial consulting looking to deepen their understanding of comprehensive financial planning and gain insights into behavioral finance and risk management to better serve their clients.
Individuals interested in advancing their financial literacy and advisory skills to develop a robust understanding of personal finance, wealth-building strategies, and holistic planning approaches for various financial scenarios.
Module Name
Duration
1 Hour
CEO and Leadership Change Expert , Stevens Performance
1 Hour
CEO and Leadership Change Expert , Stevens Performance
1 Hour
Founder , Simplicity Financial
1 Hour
Managing Partner , The TOLI Center East
1 Hour
EXPERIOR FINANCIAL GROUP Inc.
1 Hour
CEO and Leadership Change Expert , Stevens Performance
1 Hour
Founder & CEO , The Real Estate Whisperer Financial Planning and Education
2 Hours
Partner , Adelman Katz & Mond LLP
1 Hour
Founder , Simplicity Financial
1 Hour
Managing Partner , The TOLI Center East
1 Hour
EXPERIOR FINANCIAL GROUP Inc.
2 Hours
Partner , Adelman Katz & Mond LLP
2 Hours
EXPERIOR FINANCIAL GROUP Inc.
2 Hours
EXPERIOR FINANCIAL GROUP Inc.
2 Hours
EXPERIOR FINANCIAL GROUP Inc.
1 Hour
President , Minniti CPA LLC
2 Hours
President , Minniti CPA LLC
1 Hour
President , Minniti CPA LLC
1 Hour
Founder , Lockwood College Prep
2 Hours
CEO and Leadership Change Expert , Stevens Performance
1 Hour
Principal , DSS Consulting
1 Hour
HARGRAVE FIDUCIARY ADVISORS
1 Hour
Principal , DSS Consulting
2 Hours
Partner , Adelman Katz & Mond LLP
1 Hour
Joseph F. Ford Professor of Acct’g & Tax , Drexel University
1 Hour
Principal , DSS Consulting
2 Hours
Partner , Adelman Katz & Mond LLP
1 Hour
CEO and Leadership Change Expert , Stevens Performance
2 Hours
CEO and Leadership Change Expert , Stevens Performance
1 Hour
CEO and Leadership Change Expert , Stevens Performance
1 Hour
CEO and Leadership Change Expert , Stevens Performance
1 Hour
CEO and Leadership Change Expert , Stevens Performance
1 Hour
Joseph F. Ford Professor of Acct’g & Tax , Drexel University
1 Hour
Joseph F. Ford Professor of Acct’g & Tax , Drexel University
1.5 Hours
Partner , Adelman Katz & Mond LLP
1 Hour
Head of Financial and Economic Research , Buckingham Wealth Partners
1 Hour
EXPERIOR FINANCIAL GROUP Inc.
1 Hour
Principal , DSS Consulting
1 Hour
Principal , DSS Consulting
1 Hour
Principal , DSS Consulting
1 Hour
CEO and Leadership Change Expert , Stevens Performance
2 Hours
Co-Founder , Framework Investing
2 Hours
Founder & CEO , The Real Estate Whisperer Financial Planning and Education
1 Hour
CEO and Leadership Change Expert , Stevens Performance
1 Hour
Head of Financial and Economic Research , Buckingham Wealth Partners
3 Hours
Founder , Baggot Investment Partners
1 Hour
Head of Financial and Economic Research , Buckingham Wealth Partners
1 Hour
Founder , Personal Fund
2 Hours
President , APS Pension and Financial
1 Hour
Principal , DSS Consulting
1 Hour
Principal , DSS Consulting
1.5 Hours
CEO and Leadership Change Expert , Stevens Performance
1 Hour
CEO and Leadership Change Expert , Stevens Performance
1 Hour
Managing Partner , The TOLI Center East
1 Hour
Principal , DSS Consulting
Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.
The Certification in Personal Finance (CPF) provides a comprehensive overview of personal finance, covering essential topics like financial markets, budgeting strategies, and advanced investment options such as REITs and crypto assets. It also explores critical areas like life insurance fundamentals, retirement planning, and Social Security strategies. In addition, the course delves into behavioral finance, risk management, and holistic tax planning, equipping you with the skills to develop resilient financial plans. By completing this certification, you’ll gain a well-rounded understanding of personal finance strategies to better serve your clients.
The Certification in Personal Finance (CPF) equips you with actionable knowledge and practical skills for advanced financial advising. You’ll learn how to create comprehensive financial strategies, manage client portfolios with diverse investment options, and provide tailored retirement and tax planning solutions. The course emphasizes holistic planning, giving you insights into behavioral finance and risk management that will help you address clients' unique needs. These valuable skills will enhance your ability to guide clients toward financial security, making you a trusted and versatile personal finance advisor.