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.

    If you have a suggestion for topics/speakers, please submit to financialplanning@aicpa.org.



    Conferences Upcoming Web Events Learning Library

    PFP conferences provide opportunities to earn CPE credits while attending presentations from the profession's top speakers.

    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. 

    Our PFP learning library brings all events and podcast together in one place for you to learn from the convenience of your office
    or home.

    Upcoming Events



    Income Tax Planning Opportunities Using Non-Grantor Trusts

    (February 24, 2-3:45pm ET)


    Planning for Incapacity
    (Registration coming soon!)

    (March 16, 2-3:45pm ET)


    Later Life Planning: New Services to Offer Aging Clients
    (Registration coming soon!)

    (April 12, 1-2:45pm ET)

     

    Visit our Upcoming Events page for more learning opportunities.

     

     Consumer Webcasts

    Series: Take Charge: Your Money. Your Life
    2016 Taxes: Start Your Money Plan Here

    (April 28, 1-2pm ET)


    Recent events can be found in the Consumer Events Library.

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

     

     

    Recent events can be found in the .Visit our for additional resources, including an article on how to choose the right financial planner.
       
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