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

Tax Reform: Are You and Your Clients Ready
(May 9, 1-2pm ET)
Discounted for PFP/PFS members

Life Insurance Basics: What CPAs Need to Know When Serving Individual Clients
(May 16, 1-2:15pm ET)

Proactive Financial and Tax Planning: The First 100 Days
(May 24, 1-2:45pm ET)

Top Financial and Estate Planning Ideas
(June 21, 1-2:15pm ET)
Registration coming soon!


Visit our Upcoming Events page for more learning opportunities.


 Consumer Webcasts

Stay tuned for upcoming events

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.

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