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  Audio
Investment CPA/PFS Perspectives Podcast
Practice Management  Consumer Events Video
Personal Financial Planning From Tax Preparer to Financial Planner: The Road Best Traveled Webcast
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  
     



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Date
Event Type
Event Name
SpeakerFilter
Topic
Series
6/28/2017WebcastEvaluating Existing Variable Annuities: What Every Advisor Needs to Know
Michael Kitces
Estate; Tax
6/24/2017PodcastThe Best Estate Planning Ideas in 2017
Robert Keebler
Estate; Tax
6/24/2017PodcastThe Proposed 5-Year IRA Rule
Robert Keebler
Retirement; Tax
5/24/2017WebcastProactive Financial and Tax Planning: The First 100 Days
Robert Keebler
Personal Financial Planning; Tax
5/22/2017PodcastTax Reform and Life Insurance
Robert Keebler
Personal Financial Planning; Tax
5/16/2017WebcastLife Insurance Policy Reviews: What CPAs Need To Know When Serving Individual Clients
Michael Kitces
Personal Financial Planning; Risk Management
5/15/2017PodcastCybersecurity and Ransomware – Protecting Yourself from Attack
Joel Bruckenstein, Brian Edelman
Practice Management
5/5/2017PodcastAmerican Health Care Act
Ted Sarenski
Risk Management; Tax
5/5/2017AudioHealth Care Bill Income Tax Provisions
Robert Keebler
Tax
5/2/2017AudioRuiz: Beneficiary Designation Fails for Lack of Strict Compliance
Robert Keebler
Tax


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