PFP section members, inclusive of PFS credential holders, receive 16 hours of complimentary CPE annually via PFP-Section sponsored webcasts and the self-study courses listed below.
2022 self-study courses totaling 8 hours of free CPE
Access to PFP Section sponsored webcast recordings and presentation materials is a benefit of membership. Archive 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 annually (recordings and slides are available to PFP/PFS members post live event)
2022 Year-End Planning: Reacting to Mid-Term Elections & The Inflation Reduction Act
Air dates – November 17th & 28th with Bob Keebler, CPA/PFS
2022 webcasts with discounted CPE (recordings and slides are available to PFP/PFS members post live event)
Grantor trust planning: The Issues, the strategies and the threats to bring it down
Air date – September 27th with Steve Siegel, JD, LLM
How to make time to provide formalized financial planning services
Air date – October 25th with Ed Mendlowitz, CPA/PFS
Air date – November 1st with David Oransky, CPA/PFS
If you have questions or suggestions for topics/speakers, please submit to firstname.lastname@example.org.