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


Apr
16
THU

Making the Transition to Advisory Services Webinar

4:00 p.m. - 6:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Apr
22
WED

Accounting Analysis Basics Webcast Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-A&A
$245
member
$345
nonmember

May
8
FRI

After the SECURE Act: Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses Webinar

10:00 a.m. - 12:00 p.m.
CPE Credits: 2-Tax
$89
member
$114
nonmember

May
8
FRI

Unlocking the Mysteries of Key Person Value Webinar

3:30 p.m. - 5:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

May
20
WED

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

May
26
TUE

Making the Transition to Advisory Services Webinar

4:00 p.m. - 6:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

May
28
THU

Estate and Life Planning Issues for the Middle-Income Client

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

May
28
THU

Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

May
28
THU

Social Security and Medicare: Planning for You and Your Clients Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Jun
2
TUE

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Jun
3
WED

Securing a Comfortable Retirement in the Age of Spending Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 4-Tax; 4-Other
$259
member
$359
nonmember

Jun
3
WED

Things I Think I Think: Valuation of Intellectual Property Webinar

11:30 a.m. - 1:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Jun
6
SAT

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Jun
10
WED

Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Jun
13
SAT

Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Jun
15
MON

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Jun
17
WED

Unlocking the Mysteries of Key Person Value Webinar

11:30 a.m. - 1:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Jun
19
FRI

Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Jun
19
FRI

Making the Transition to Advisory Services Webinar

12:00 p.m. - 2:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Jun
23
TUE

Individual and Financial-Planning Tax Camp Webinar

11:30 a.m. - 7:30 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Jun
25
THU

The Best Individual Income Tax Update Course Webinar

10:00 a.m. - 6:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Jul
6
MON

Individual and Financial-Planning Tax Camp Webinar

11:30 a.m. - 7:30 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Jul
6
MON

Unlocking the Mysteries of Key Person Value Webinar

1:00 p.m. - 3:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Jul
8
WED

Things I Think I Think: Valuation of Intellectual Property Webinar

4:00 p.m. - 6:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Jul
9
THU

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember


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