PFP section members, inclusive of PFS credential holders, receive 13.5 hours of complimentary CPE annually via PFP-Section sponsored webcasts and the self-study courses listed below.
2022 self-study courses totaling 5.5 hours of free CPE
Access to PFP Section sponsored webcast recordings and presentation materials is a benefit of membership. All PFP videos and slides are available for learning without CPE post event. Be sure to subscribe to our weekly podcast via your favorite podcast platform. Find other financial planning courses and events here.
Be sure to login to receive your PFP/PFS member discount.
2022 webcasts totaling 8 hours of free CPE
Archive: 2022 Best planning ideas for your clients and your business – (CPE only available live)
Originally aired on January 19th & 31st with Lyle Benson, Michael Goodman, Scott Sprinkle, & Sue StevensCryptocurrency: What you need to know to properly advise clients
Air date – May 10th with Ryan Firth, CPA/PFS, and a panel of practitionersWomen, divorce, and money - registration coming soon!
Air dates – August 16th & 29th with Dave Stolz, CPA/PFSWhat the midterm elections mean for year-end planning – registration coming soon!
Air dates – November 16th & 28th with Bob Keebler, CPA/PFS
2022 webcasts with discounted CPE (recordings and slides are available to PFP/PFS members post live event)
Archive: Practical planning strategies for the mass affluent in 2022 –(CPE only available live)
Originally aired February 8 & 14 with Bob Keebler, CPA/PFSHow the 2022 SECURE Act proposed regulations will impact your clients
Air date – May 17th with Bob Keebler, CPA/PFSDiscover how to have impactful legacy conversations
Air date – May 16th with Susan TurnbullYours, mine & ours: Estate planning for people in blended or stepfamilies
Air date – June 21st with Paul Hood, JD, LLMMaximizing retirement savings with thoughtful distribution techniques – registration coming soon!
Air dates – July 19th & August 1st with Bob Keebler, CPA/PFS and a panel practitionersTopic TBD
Air date – September 27th with Steve Siegel, JD, LLMHow to make time to provide formalized financial planning services – registration coming soon!
Air date – October 25th with Ed Mendlowitz, CPA/PFS
If you have questions or suggestions for topics/speakers, please submit to financialplanning@aicpa.org.