Personal Financial Specialist: three simple letters; three simple steps – learn, pass the exam, and gain experience. Where are you on this path? Whether you provide estate, retirement, investment, insurance/risk management or tax planning services, the demand for personal financial planning is already high, and growing!
Advanced PFP Conference Specialized Workshops
Get a jump start on your learning! Before the Advanced PFP Conference kicks off on Jan. 18, choose among four workshops each designed for CPAs and financial professionals to push their skill set and business opportunities forward.
Advanced Personal Financial Planning Conference
Over the course of three intensive days, you will have access to thought leaders who will offer tax and economic insights, new planning ideas, a clear understanding of the global environment plus much more. Learn how to bring the greatest value to your clients in one all-encompassing conference.
The CPA’s Guide to Practical Retirement Planning provides a comprehensive look the “science” of retirement planning (what the CPA needs to know), and then the “art” (communicating this knowledge to clients in various stages of life).
PFP/PFS members receive 4 complimentary CPE-accredited PFP Section-sponsored webcasts on an annual basis. Visit the PFP webcast calendar to view these events and how to redeem your complimentary credits. Note that recordings and presentations materials from all PFP Section-sponsored webcasts are posted to our learning library after the live event. Viewing these archived recordings does not qualify for CPE.
Our PFP learning library brings all events together in one place for you to learn from the convenience of your home or office. As a PFP Section member benefit, you have unlimited access to all of the webcast, podcast, video recordings and presentation materials. You can see all our events by browsing by topic or series.