Personal Financial Planning & CPA/PFS Webcasts 


PFP section members, inclusive of PFS credential holders, receive 4 complimentary CPE-accredited PFP-Section sponsored webcasts on an annual basis as indicated below, including instructions on how to redeem^

Access to the PFP Section sponsored event recordings and presentation materials is a benefit of membership. All content is added to the PFP learning library after the live event.

PFP/PFS members may purchase CPE for other PFP-Section sponsored events for a discounted fee. If you attend many webcasts for CPE, save more and get unlimited access to these and 500+ webcasts with the AICPA Annual Webcast Pass. PFP/PFS members receive additional savings off the discounted AICPA member price.

If you have a suggestion for topics/speakers, please submit to financialplanning@aicpa.org

 

Upcoming Events

Date/Time

Title

Registration

Free with CPE for PFP/PFS members

Free to everyone; no CPE offered

Archived in PFP Learning Library

December 14, 2016
1-2pm ET
How CPA Financial Planners Can Avoid the Top Technology Mistakes

Presenter: Joel Bruckenstein
Register   ✓  ✓ 
January 11, 2017
1-2:45pm ET
Advising Clients on Social Security in 2017

Presenter: Ted Sarenski

Registration coming soon 

     ✓
January 18, 2017
11-12:45pm ET
Using Portability to Create a Flexible Estate Plan

Presenter: Robert Keebler

Registration coming soon

     ✓
February 8, 2017
1-2pm ET
Success Tips for Young Advisers and Financial Planners

Presenters: Michael Goodman, David Oransky
Registration coming soon   ✓  ✓ 
February 27, 2017
1-2:45pm ET 
Protecting Your Clients From Financial Fraud and Abuse

Presenters: Jim Sullivan, Marty Shenkman, Randy Wolverton
Registration coming soon   ✓    ✓  
           

 

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^To redeem your 4 complimentary CPE events
: (Please note: free CPE webcasts have passed for 2016; there will be four more in 2017.)

  1. Register for any or all of the four PFP Section-sponsored webcasts with complimentary CPE (up to 8 hours of CPE credit). Note that the specific events available with complimentary CPE are listed on our webcast calendar on the PFP site. The calendar is updated on a regular basis, and the PFP team is in the process of finalizing dates and times for these and all events.
  2. Add the event to the shopping cart and proceed with the order process. Don't forget to login to CPA2Biz with your AICPA or CPA2Biz username and password. If you encounter any problems registering, contact the AICPA Member Service Hotline if you at service@aicpa.org or 888.777.7077.

View PFP Learning Library. Please send us an email with your suggestions for future webcast topics and presenters.



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