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AICPA & CIMA Personal Financial Planning Summit
Personal Financial Planning

AICPA & CIMA Personal Financial Planning Summit

Join the most experienced minds in wealth management this January.

Do you have an AICPA membership? Log in to apply your member discount.

NASBA Field of Study

Specialized Knowledge

CPE Credits


Product Number


 Business & partner 
Conference Details

The AICPA understands how important this event is for the CPAs and personal financial professionals. This year’s summit is virtual-only. Come interact with peers and presenters, experience the interactive exhibit hall and walk away with new ideas and new connections. See how our online conference expertise adds to your experience.

Inspired conversations for dynamic outcomes

The Summit places a strong focus on the less technical topics like client engagement and communication in a global pandemic, creating a growth culture, along with a focus on firm wellness and self-care – all of which represent key skills and focus needed to drive strategic growth and how to successfully evolve in today’s financial planning climate.

Practice leaders like yourself will join virtually to discuss practice issues, client opportunities and leadership platforms. It’s an influential gathering unlike any other.

Who should attend:

  • Personal Financial Planning leaders and professionals with a minimum of 10 years of experience
Conference Agenda

Explore each day’s sessions and activities, plus our lineup of expert speakers.

More Details
NASBA Field of Study
Specialized Knowledge
Attendance options
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
PFP Section Members

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 2) or email us at

Contact us

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

System Requirements
View our system requirements here
Cancellation Policy
View our Cancellation policy here
AICPA & CIMA Personal Financial Planning Summit
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