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 3: Integrated Personal Financial Planning for Business Owners
    (October 17, 1-2:45pm ET)

    Free (no CPE) | CPE 

    How CPAs can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth  (October 21, 1-2:45pm ET)

    Free (no CPE) | CPE

    Washington Tax Brief (sponsored by Tax Section)
    (October 29, 1-2pm ET)

    Free (no CPE) | CPE

    For more webcasts, visit our Upcoming Events page.

     Consumer Webcasts

    Protecting You and Your Loved Ones: Estate Planning Building Blocks  (October 20, 1-2pm ET)

    Registration coming soon!

    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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