This badge was issued to Adan Ibarra on 26 Nov 2022.
- Type Learning
- Level Intermediate
- Cost Paid
PFP Practical Applications Certificate
Professionals who earn the PFP Practial Applications Certificate badge can apply the knowledge gained from five courses, including four case studies, covering the client's planning life cycle to their engagements. Badge earners apply personal financial planning standards and responsiblities to their engagements. These professionals comprehend the regulatory landscape and fiduciary practices needed in this practice area.
- Type Learning
- Level Intermediate
- Cost Paid