PFP Learning Library
Our PFP learning library brings all events and podcast together in one place for you to learn from the convenience of your office. You can see all our events by browing by topic or by series.
Personal Financial Specialist: three simple letters; three simple steps – learn, pass the exam, and gain experience. Where are you on this path? Whether you provide estate, retirement, investment, insurance/risk management or tax planning services, the demand for personal financial planning is already high, and growing!
CPA's Guide to Practical Retirement Planning
The CPA’s Guide to Practical Retirement Planning provides a comprehensive look the “science” of retirement planning (what the CPA needs to know), and then the “art” (communicating this knowledge to clients in various stages of life).
Over the course of three intensive days, you will have access to thought leaders who will offer tax and economic insights, new planning ideas, a clear understanding of the global environment and market outlook, plus much more. Learn how to bring the greatest value to your clients in one advanced, all-encompassing conference.
PFP/PFS members receive 4 complimentary CPE-accredited PFP Section-sponsored webcasts on an annual basis. Visit the PFP webcast calendar to view these events and how to redeem your complimentary credits. Note that recordings and presentations materials from all PFP Section-sponsored webcasts are posted to our learning library after the live event. Viewing these archived recordings does not qualify for CPE.
ATRA and NIIT have added more complexity to planning given that you now have to navigate through a multi-layer tax system in conjunction with running multi-year scenarios to gain a clear picture of the tax landscape in order to advise your clients on virtually all of their personal financial planning decisions.