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

Nov. 4, 2021

Personal Financial Planning Conference

Webcast


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

Investment Analysis of Retirement Funds: Third Quarter 2021 Market Performance and Outlook Webcast

8:00 a.m. - 11:30 a.m.
CPE Credits: 4-Other
$139
member
$189
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 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
4
THU

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

Nov
5
FRI

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

Nov
9
TUE

The Best Individual Income Tax Update Webcast

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

Nov
10
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

Nov
11
THU

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

Nov
12
FRI

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

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

Nov
17
WED

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

Nov
17
WED

Unlocking the Mysteries of Key Person Value Webinar

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

Nov
22
MON

The Best Individual Income Tax Update Webcast

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

Nov
22
MON

Long-Term Care Insurance: Make the Switch Webinar

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

Nov
24
WED

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

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

Dec
6
MON

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

Dec
7
TUE

The Best Individual Income Tax Update Webcast

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

Dec
7
TUE

At Capacity: The Tough Questions Webinar

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

Dec
7
TUE

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

Dec
9
THU

Tools To Get Your Clients Organized Webinar

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

Dec
10
FRI

CFO Series: Optimizing Working Capital Management Webinar

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

Dec
16
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

Dec
17
FRI

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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