Personal Financial Planning CPE, Webinars and Conferences

Our webcasts, conferences and podcasts give PFP section members, inclusive of CPA/PFS credential holders, the opportunity to learn about timely issues as well as interact with their peers. CPE is required for CPAs to maintain their professional competence and provide quality professional services. For a preview of our content, view selected sessions from the Advanced PFP Conference at ENGAGE and our PFP Learning Library.

We also hold webcasts intended for consumers on current topics.  Members may invite their clients to these webcasts or host them at their offices for group webcasts on these topics.

If you have a suggestion for topics/speakers, please submit to

Self-Study CPE

The PFP certificate program includes 92 hours of CPE over 35 modules covering the entire PFP Body of knowledge, and the PFP Boot Camp adds an additional 23.5 hours in 7 modules.


PFP conferences provide opportunities to earn CPE credits while attending presentations from the profession's top speakers.

Upcoming Web Events

Access to the PFP Section sponsored event recordings and presentation materials is a benefit of membership. All content is added to the PFP learning library after the live event. 

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
or home.