CPE & Events

    Personal Financial Planning CPE & Events 

    Our webcasts, conferences and podcasts give PFP section members, inclusive of CPA/PFS credential holders, the opportunity to learn about timely issues as well as interact with their peers.

    We also hold webcasts intended for consumers on current topics.  Members may invite their clients to these webcasts or host them at their offices for group webcasts on these topics.

    CPE is required for CPAs to maintain their professional competence and provide quality professional services.

    Conferences Podcasts Webcast Library
    PFP conferences provide opportunities to earn CPE credits while attending presentations from the profession's top speakers. We monitor the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.

    Our PFP webcast library
    allow you to learn from the convenience of your office
    or home.

    Upcoming Webcasts

    The CPA’s Guide to Financial and Estate Planning
    Part 1: Charitable Giving: The Latest Trends and Strategies
    (August 13, 1-2:45pm ET)

    Free (no CPE) | CPE

    Trusts, Section 469 & Section 1411: Material Participation After Frank Aragona Trust (August 15, 1-2:45pm ET)

    Free (no CPE) | CPE

    Planning for Large IRAs
    (August 27, 3-5pm ET)

    Registration coming soon!

    For more webcasts, visit our Upcoming Events page.

     Consumer Webcasts

    Check back for more events being added.

    Recent events can be found in the Consumer Webcast Library.

    Visit our Consumer Center for additional resources, including an article on how to choose the right financial planner.


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