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


Effective Tax Return and Cash Flow Analysis Webinar

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

Effective Tax Return and Cash Flow Analysis Webinar

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

$295
member
$400
nonmember

$295
member
$400
nonmember

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

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

$259
member
$359
nonmember

Everything You Need to Know About Trusts Webinar

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

Everything You Need to Know About Trusts Webinar

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

Making the Transition to Advisory Services Webinar

10:00 a.m. - 12:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Subtrust Funding Workshop Webinar

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

Subtrust Funding Workshop Webinar

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

Individual and Financial-Planning Tax Camp Webinar

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

K2's Sales Tax Compliance in a Post-Wayfair World Webinar

1:00 p.m. - 2:40 p.m.
CPE Credits: 2-Tax
$75
member
$101
nonmember

$89
member
$114
nonmember


$259
member
$359
nonmember

Advanced Personal Financial Planning Update 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

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

$37
member
$50
nonmember

Unlocking the Mysteries of Key Person Value Webinar

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


Making the Transition to Advisory Services Webinar

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

Introduction to Forensic Accounting Webinar

9:00 a.m. - 1:00 p.m.
CPE Credits: 4-A&A
$139
member
$189
nonmember


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