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


Social Security Basics and Strategies For Maximizing Benefits Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Other
$295
member
$400
nonmember

Things I Think I Think: Valuation of Intellectual Property Webinar

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

Personal Financial Planning Update: Investments Webinar

1:30 p.m. - 3:30 p.m.
CPE Credits: 2-Other
$75
member
$101
nonmember

The Best Individual Income Tax Update Course Webinar

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

$220
member
$280
nonmember

$75
member
$101
nonmember

Individual and Financial-Planning Tax Camp Webinar

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

Investment Selection: Stocks, Funds, and Bonds Webcast

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


Individual and Financial-Planning Tax Camp Webinar

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

$75
member
$101
nonmember

Private Company Reporting Options: More Changes Ahead Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-A&A
$295
member
$400
nonmember

Unlocking the Mysteries of Key Person Value Webinar

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

The Best Individual Income Tax Update Course Webinar

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

$295
member
$400
nonmember

Limited-Scope Audits of 401(k) Plans Webinar

9:30 a.m. - 5:00 p.m.
CPE Credits: 8-A&A
$295
member
$400
nonmember

Limited-Scope Audits of 401(k) Plans Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-A&A
$295
member
$400
nonmember

$295
member
$400
nonmember

Making the Transition to Advisory Services Webinar

1:30 p.m. - 3:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

The Roaring 2020s! Financial Planning at a Whole New Level Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Other
$295
member
$400
nonmember

Things I Think I Think: Valuation of Intellectual Property Webinar

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

The Best Individual Income Tax Update Course Webinar

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

$75
member
$101
nonmember

$75
member
$101
nonmember

The Best Individual Income Tax Update Course Webinar

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


Link Copied!