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 Archived Podcasts Learning Library

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

    We monitor the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
     

    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




    Asset Protection Strategies: Charging Order Protected Entities, Dynasty Trusts, DAPTs, Hybrid DAPTs and More
    (July 8, 1-2:45pm ET)

    CPE (Discount for PFP/PFS members)
    The CPA Financial Planning Firm of the Future
    (July 20, 1-2:15pm ET)

    Free (no CPE)
    Practical Planning for Cash Flows and Withdrawal Strategies in Retirement
    (August 5, 1-2:30pm ET)

    Free (no CPE)


     

    Visit our Upcoming Events page for more learning opportunities.

     

     Consumer Webcasts


    Planning for Spending in Retirement
    (August 27, 1-2pm ET)

    Registration coming soon!



    Recent events can be found in the Consumer Webcast Library.

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

       
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