PICPA

Financial Planning CPE for CPAs

From retirement CPE seminars sessions to investment planning webinars, the PICPA has every facet of financial planning covered.

Featured CPE

 Investment Planning Certificate   Estate Planning Certificate  Retirement Planning Certificate

Upcoming Financial Planning CPE

Save the Date!

Personal Financial Planning Conference

Nov. 4 | Malvern or Webcast


Aug
5
THU

Tools To Get Your Clients Organized Webinar

9:00 a.m. - 10:00 a.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Aug
6
FRI

At Capacity: The Tough Questions Webinar

12:00 p.m. - 1:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Aug
17
TUE

The Best Individual Income Tax Update

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Hershey
Hershey Lodge
$285
member
$385
nonmember

Aug
18
WED

Social Security and Medicare: Planning for You and Your Clients

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Hershey
Hershey Lodge
$285
member
$385
nonmember

Aug
18
WED

Long-Term Care Insurance: Make the Switch Webinar

12:00 p.m. - 1:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Aug
25
WED

Keeping Retirement SECURE - New Act...New Opportunities Webinar

10:30 a.m. - 11:30 a.m.
CPE Credits: 1-Other
$50
member
$74
nonmember

Aug
26
THU

Eldercare Financial Scam Protection Webinar

11:00 a.m. - 12:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Sep
1
WED

How to Perform a Personal Financial Health Checkup Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 4-A&A; 4-Other
$229
member
$329
nonmember

Sep
8
WED

Tools To Get Your Clients Organized Webinar

3:30 p.m. - 4:30 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Sep
9
THU

Things I Think I Think: Valuation of Intellectual Property Webinar

10:30 a.m. - 12:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Sep
16
THU

Unlocking the Mysteries of Key Person Value Webinar

2:00 p.m. - 4:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Sep
20
MON

Long-Term Care Insurance: Make the Switch Webinar

10:00 a.m. - 11:00 a.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Sep
27
MON

Keeping Retirement SECURE - New Act...New Opportunities Webinar

1:00 p.m. - 2:00 p.m.
CPE Credits: 1-Other
$50
member
$74
nonmember

Oct
5
TUE

How to Perform a Personal Financial Health Checkup Webinar

10:00 a.m. - 6:00 p.m.
CPE Credits: 4-A&A; 4-Other
$229
member
$329
nonmember

Oct
6
WED

At Capacity: The Tough Questions Webinar

12:30 p.m. - 1:30 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Oct
7
THU

Legal Planning for Care Giving of Elderly/Disabled Clients Webinar

12:00 p.m. - 1:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Oct
7
THU

Tools To Get Your Clients Organized Webinar

1:00 p.m. - 2:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Oct
25
MON

Eldercare Financial Scam Protection Webinar

11:30 a.m. - 12:30 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Oct
26
TUE

Keeping Retirement SECURE - New Act...New Opportunities Webinar

9:30 a.m. - 10:30 a.m.
CPE Credits: 1-Other
$50
member
$74
nonmember

Oct
28
THU

Long-Term Care Insurance: Make the Switch Webinar

1:00 p.m. - 2:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Nov
1
MON

The Best Income Tax, Estate Tax, and Financial Planning Ideas

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Malvern
Penn State Great Valley - Main Bldg
$285
member
$385
nonmember

Nov
1
MON

The Best Income Tax, Estate Tax, and Financial Planning Ideas

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Cranberry
Regional Learning Alliance
$285
member
$385
nonmember

Nov
1
MON

The Best Income Tax, Estate Tax, and Financial Planning Ideas Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$285
member
$385
nonmember

Nov
1
MON

Tools To Get Your Clients Organized Webinar

12:00 p.m. - 1:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Nov
2
TUE

The Best Individual Income Tax Update

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Plymouth Meeting
Doubletree Suites by Hilton Philadelphia West
$285
member
$385
nonmember


Link Copied!
 
Pennsylvania Institute Of Certified Public Accountants
About PICPA
Contact Us
Advertising & Sponsorship
Become a CPA
Find a CPA
State Board of Accountancy
Phone: (215) 496-9272
Webcast/Webinar Hotline: (267) 705-4450
Email: info@picpa.org
My Account

Copyright © 1998- PICPA. All rights reserved. Privacy Policy | Terms and Conditions | Site Map