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


Upcoming Events




Free with CPE for PFP/PFS members

Free to everyone; no CPE offered

Archived in PFP Learning Library

May 9, 2017
1-2pm ET
Tax Reform: Are Your and Your Clients Ready?

Presenters: Ed Karl, Melissa Labrant
May 16, 2017
1-2:15pm ET 
Life Insurance Basics: What CPAs Need to Know When Serving Individual Clients

Presenter: Michael Kitces
 Register     ✓  
May 24, 2017
1-2:45pm ET 

Proactive Financial and Tax Planning: The First 100 Days

Presenter: Robert Keebler 

Register     ✓ 
June 21, 2017
1-2:15pm ET 
Top Financial and Estate Planning Ideas

Presenter: Robert Keebler
 Registration coming soon      ✓  
June 28, 2017
1-2:15pm ET 
Evaluating Existing Variable Annuities: What Every Advisor Needs to Know

Presenter: Michael Kitces
Register     ✓  
July 19, 2017
1-2:15pm ET 
Taking a Fresh Look at Reverse Mortgages

Presenter: Michael Kitces
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 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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