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

Nov. 4, 2021

Personal Financial Planning Conference

Webcast


Eldercare Financial Scam Protection Webinar

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

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

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


Long-Term Care Insurance: Make the Switch Webinar

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

$285
member
$385
nonmember

Tools To Get Your Clients Organized Webinar

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

Personal Financial Planning Conference - Webcast

7:45 a.m. - 4:00 p.m.
CPE Credits: 1-Ethics; 4-Tax; 3-Other
$345
member
$445
nonmember

Things I Think I Think: Valuation of Intellectual Property Webinar

2:30 p.m. - 4:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

The Best Individual Income Tax Update Webcast

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$285
member
$385
nonmember

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

Securing a Comfortable Retirement in the Age of Spending Webcast

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

$285
member
$385
nonmember

Retirement Planning: Next Stage for You or Your Client Webinar

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

Unlocking the Mysteries of Key Person Value Webinar

6:00 p.m. - 8:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

The Best Individual Income Tax Update Webcast

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

Long-Term Care Insurance: Make the Switch Webinar

3:00 p.m. - 4:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

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

5:00 p.m. - 6:00 p.m.
CPE Credits: 1-Other
$50
member
$74
nonmember

How to Perform a Personal Financial Health Checkup Webinar

11:00 a.m. - 7:00 p.m.
CPE Credits: 4-A&A; 4-Other
$229
member
$329
nonmember

The Best Individual Income Tax Update Webcast

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

At Capacity: The Tough Questions Webinar

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

Legal Planning for Care Giving of Elderly/Disabled Clients Webinar

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

Tools To Get Your Clients Organized Webinar

1:30 p.m. - 2:30 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

CFO Series: Optimizing Working Capital Management Webinar

11:00 a.m. - 1:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Long-Term Care Insurance: Make the Switch Webinar

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

Annual Investment Performance Update and Outlook 2021-2022 Webcast

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


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