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.

    Click here to see our upcoming webcasts or our consumer-oriented webcasts

    View our PFP Power Hour Update library.

    Recent Events

    10/21/14 How CPAs Can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth   
    10/20/14 Year-End Financial and Estate Planning Strategies in Plain English 
    10/17/14 Integrated Personal Financial Planning for Business Owners
    9/3/14 Key Income Tax Planning Strategies for the Mass Affluent
    8/28/14 Be in Demand: Building a Career as a CPA Personal Financial Planner

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    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 October 31, 2014

    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 October 31, 2014

    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 October 31, 2014

    PFP Consumer Webcast Library

    Webcast A library of consumer-oriented web seminars on financial planning topics for CPAs to use with their clients.
    Published on October 31, 2014

    Estate Planning Webcasts

    Webcast Our webcasts give PFP Section Members the opportunity to learn about timely estate planning issues as well as interact with their fellow peers.
    Published on October 31, 2014

    2014 Series Take Charge Your Money. Your Life.

    Webcast A free webcast series brought to you by 360 Degrees of Financial Literacy and AICPA’s PFP Section From America’s CPA Financial Planners.
    Published on October 31, 2014

    Year-End Financial and Estate Planning Strategies in Plain English

    Presentation In this financial literacy webcast presentation, panelists will lead you in a plain English discussion of key planning concepts that affect everyone.
    Published on October 31, 2014

    Upcoming Personal Financial Planning Conferences

    Conference View the schedule of upcoming PFP conferences
    Published on October 30, 2014

    How CPAs Can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth

    Webcast Archive In this webcast, you will learn what to consider with the new $5 million inflation adjusted exemption amount.
    Published on October 30, 2014

    How CPAs Can Thrive in the New World of Estate Planning for Clients Under $10M Net Worth

    Presentation In this presentation, you will learn what to consider with the new $5 million inflation adjusted exemption amount.
    Published on October 29, 2014

    Part 3 Integrated Personal Financial Planning for Business Owners - Outline

    Presentation This outline accompanies the presentation that will address how the business owner needs to handle these and other important planning issues.
    Published on October 29, 2014

    Part 3 Integrated Personal Financial Planning for Business Owners

    Presentation This presentation will address how the business owner needs to handle these and other important planning issues.
    Published on October 29, 2014

    New Planning Opportunities for Tax & Financial Planners

    Webcast New planning opportunities are discussed in this webcast.
    Published on October 20, 2014

    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 October 17, 2014

    PFP Power Hour

    Webcast These quarterly calls will provide members an opportunity to hear the latest news affecting CPA financial planners as well as recent benefits and events available to PFP/PFS members.
    Published on October 17, 2014

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