Personal Financial Planning Practice Management Events 

 

Welcome to the Practice Management section of the PFP Learning Library! Click below to access related podcasts, videos, webcast recordings and presentation materials.

As a PFP/PFS member benefit, you have unlimited access to all recordings and presentation materials in the PFP Learning Library. If you are not yet a member, click here to join.

View upcoming learning events | View consumer-oriented learning events | Return to PFP Learning Library




Page 1 2 3 4 Showing results 1 - 10 of 36


31f7cc74-f704-42e2-88d0-141cd6276dc9 

Date
Event Type
Event Name
SpeakerFilter
Topic
Series
5/15/2017PodcastCybersecurity and Ransomware – Protecting Yourself from Attack
Joel Bruckenstein, Brian Edelman
Practice Management
3/8/2017PodcastBanish Burnout: Boost Your Personal Efficiency, Effectiveness & Energy
Maria Marsala
Practice Management
3/8/2017PodcastBanish Burnout: Increasing Your Personal Energy
Maria Marsala
Practice Management
3/8/2017VideoVideo Podcast Series: Banish Burnout: Finding More Time in Your Day
Maria Marsala
Practice Management
12/16/2016PodcastDivorce Later in Life and the Role of the CPA Financial Planner
Janice Green
Practice Management
6/20/2016PodcastCybersecurity – What CPA Financial Planners Need to Know
Michael Goodman, Wes Stillman
Personal Financial Planning; Practice Management
5/4/2016WebcastGaining Confidence and Building Rapport in Client Meetings
Mark Astrinos, Jean-Luc Bourdon
Practice Management
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


Page 1 2 3 4 Showing results 1 - 10 of 36
Show results per page


Copyright © 2006-2017 American Institute of CPAs.