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.
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.
CPE is required for CPAs to maintain their professional competence and provide quality professional services.
If you have a suggestion for topics/speakers, please submit to firstname.lastname@example.org.
PFP conferences provide opportunities to earn CPE credits while attending presentations from the profession's top speakers.
Self-Study: Personal Financial Planning
Getting to the Heart of Tax Reform: Individual Tax and Estate Planning Strategies
A comprehensive overview of the changes impacting individuals and families as well as critical financial planning considerations and strategies.
Retirement Planning Certificate Program
The Retirement Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge in retirement planning. Part of the Personal Financial Planning Certificate Program, this certificate program includes six dynamic courses covering critical steps in the retirement planning life cycle, including unique planning for aging and chronically ill clients.
Investment Planning Certificate Program
Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education.