CPE & Events

    PFP Webcast Library 

    Welcome to the webcast library! Click on any of the topics below to access related webcast recordings and presentation materials. As a PFP Section member benefit, you have unlimited access to all of the webcast recordings and presentation materials. If you are not yet a member, click here to join.

    View our upcoming webcasts | consumer-oriented webcasts | PFP Power Hour Update libraries.


    Recent Events

    1/17-18/15 Step 3: Implementing PFP: From Tax Preparer to Personal Financial Planner: The Road Best Traveled (Live workshop in Las Vegas)
    12/16/14 CPA/PFS Perspectives on the Next Generation of CPA Financial Planners
    12/4/14 Investment Tax Planning – Creating TAX ALPHA™
    12/3/14 The Most Common Estate Planning Mistakes – and How to Avoid Them
    11/13/14 CPA Financial Planning Thought Leadership: Outlook for the CPA Financial Planning Profession

    Open Hide documents in this section

    Page  1 2 3 4 5 >> 
    Showing results 1 - 15 of 392
    Order by:


    Personal Financial Planning & CPA/PFS Webcasts

    Webcast Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
    Published on January 22, 2015

    Upcoming Personal Financial Planning Conferences

    Conference View the schedule of upcoming PFP conferences
    Published on January 20, 2015

    2014 Year in Review - Webcasts

    Tools A snapshot of all the webcasts, podcasts, videos and live events by the PFP Section in 2014.
    Published on January 16, 2015

    CPA Financial Planning Thought Leadership Investment Planning

    Presentation In this webcast, a panel of CPA financial planner thought leaders will discuss structuring portfolios, the intersection of tax planning and investment strategy and risks.
    Published on January 06, 2015

    The CPAs Guide to Financial and Estate Planning

    Webcast Archive Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients during 2014.
    Published on January 05, 2015

    Advanced PFP Series

    Webcast These webcasts take an elaborate look into the complexities surrounding providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners.
    Published on January 05, 2015

    Podcasts from the Personal Financial Planning Division

    Audio The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
    Published on December 22, 2014

    CPA/PFS Perspectives Webcast Series

    Webcast This series features a panel of successful CPA/PFS credential holders discussing a particular topic commonly faced by CPA financial planners in practice.
    Published on December 18, 2014

    CPA Financial Planning Thought Leadership Outlook for the CPA Financial Planning Profession

    Presentation In this webcast, a panel of thought leaders representing different business models will share their perspectives on the current landscape and outlook for the CPA financial planning profession.
    Published on December 17, 2014

    CPA/PFS Perspectives On the Next Generation of CPA Financial Planners

    Presentation A panel of young and emerging CPA/PFS credential holders discuss how you take your career as a CPA personal financial planner to the next level.
    Published on December 17, 2014

    CPA Financial Planning Thought Leadership Outlook for the CPA Financial Planning Profession

    Webcast In this webcast, a panel of thought leaders representing different business models will share their perspectives on the current landscape and outlook for the CPA financial planning profession.
    Published on December 15, 2014

    A Dozen Dynamics of Investment Planning

    Article Lyle Benson recaps the key planning issues, opportunities and ideas from a recent webcast on investment planning hosted by CPA financial planners.
    Published on December 15, 2014

    CPA Financial Planning Thought Leadership Investment Planning

    Webcast In this webcast, a panel of CPA financial planner thought leaders will discuss structuring portfolios, the intersection of tax planning and investment strategy and risks.
    Published on December 15, 2014

    2014 Series From Tax Preparer to Financial Planner The Road Best Traveled - Library

    Presentation Webcast series on the road best traveled from tax preparer to financial planner.
    Published on December 15, 2014

    CPA Financial Planning Thought Leadership Being the Advisor of Choice

    Webcast Seminar recording | Presentation materials Over the past three decades, a growing number of CPAs have expanded their service offerings to individuals and families beyond tax compliance to address and plan for all aspects of client’s financial lives i
    Published on December 15, 2014

    Page  1 2 3 4 5 >> 
    Showing results 1 – 15 of 392
    Show Results per page

    Related AICPA Products


    Copyright © 2006-2014 American Institute of CPAs.