Personal Financial Planning Learning Library 

 
Welcome to the Personal Financial Planning (PFP) learning library! As a PFP Section member benefit, you have unlimited access to all of the webcast/podcast/video recordings and presentation materials. If you are not yet a member, click here to join.

View recent events in the table below or browse by topic or series. Click on the event name to access related webcast/podcast/video recordings and presentation materials. You can also access the audio recording on the AICPA TV channel.

Return to upcoming events.

Browse by Topic  Browse by Series  Browse by Type
Estate Advanced PFP Series  Podcast
Investment CPA/PFS Perspectives Video 
Practice Management  Consumer Events Webcast
Personal Financial Planning From Tax Preparer to Financial Planner: The Road Best Traveled  
Retirement Planning After the American Taxpayer Relief Act  
Risk Management PFP Power Hour  
Tax Statement on Standards in Personal Financial Planning Services  
  The CPA’s Guide to Financial and Estate Planning  
Thought Leadership  
  Understanding Safe Withdrawal Rates  
     



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60d8b022-39a6-4e8e-a717-ad4bee00ae11 

Date
Event Type
Event Name
SpeakerFilter
Topic
Series
5/18/2016WebcastTop Financial and Tax Planning Ideas
Robert Keebler
Personal Financial Planning; Tax
5/17/2016WebcastProactive Planning: Opportunities from Your Client’s Form 1040
Robert Keebler, Brooke Salvini
Tax
5/4/2016WebcastGaining Confidence and Building Rapport in Client Meetings
Mark Astrinos, Jean-Luc Bourdon
Practice Management
4/27/2016WebcastLater Life Planning: New Services to Offer Aging Clients
Martin Shenkman
Estate
4/19/2016PodcastDOL Fiduciary Rule - Part 1
Ron Rhoades
Practice ManagementDOL Fiduciary Rule
4/19/2016PodcastDOL Fiduciary Rule - Part 2
Ron Rhoades
Practice ManagementDOL Fiduciary Rule
4/19/2016PodcastDOL Fiduciary Rule - Part 3
Ron Rhoades
Practice ManagementDOL Fiduciary Rule
4/19/2016PodcastDOL Fiduciary Rule - Part 4
Ron Rhoades
Practice ManagementDOL Fiduciary Rule
4/19/2016PodcastDOL Fiduciary Rule - Part 5
Ron Rhoades
Practice ManagementDOL Fiduciary Rule
4/19/2016PodcastAsset Protection Planning for IRAs and Qualified Plans
Robert Keebler
Estate


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