Financial Planning Seminars

Financial Planning CPE for CPAs

From retirement CPE seminars sessions to investment planning webinars, the PICPA has every facet of financial planning covered.

Upcoming Financial Planning CPE


Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember

Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember

Long-Term Care Insurance: Make the Switch Webinar

6:00 p.m. - 7:00 p.m.
CPE Credits: 1-Other
$39
member
$64
nonmember

Retirement Planning: Next Stage for You or Your Client Webinar

2:30 p.m. - 4:30 p.m.
CPE Credits: 2-Other
$89
member
$114
nonmember

Walter Haig's Business Financial Health Checkup Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-A&A
$239
member
$339
nonmember

Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember

The Best Individual Income Tax Update Course Webinar

10:00 a.m. - 6:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember

Legal Planning for Care Giving of Elderly/Disabled Clients Webinar

9:30 a.m. - 10:30 a.m.
CPE Credits: 1-Other
$39
member
$64
nonmember

Individual and Financial-Planning Tax Camp Webinar

11:30 a.m. - 7:30 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember

Walter Haig's Personal Financial Health Checkup Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-A&A
$239
member
$339
nonmember

Retirement Planning: IRAs Webinar

9:30 a.m. - 10:30 a.m.
CPE Credits: 1-Tax
$55
member
$80
nonmember

Eldercare Financial Scam Protection Webinar

1:30 p.m. - 2:30 p.m.
CPE Credits: 1-Other
$39
member
$64
nonmember

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember

A History of Investing and a Look Ahead Webinar

5:00 p.m. - 6:30 p.m.
CPE Credits: 1.5-Other
$69
member
$94
nonmember

Individual and Financial-Planning Tax Camp Webinar

11:30 a.m. - 7:30 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember

$99
member
$149
nonmember

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember

Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$299
member
$409
nonmember

Retirement Planning: Next Stage for You or Your Client Webinar

1:30 p.m. - 3:30 p.m.
CPE Credits: 2-Other
$89
member
$114
nonmember

Retirement Planning: IRAs Webinar

4:00 p.m. - 5:00 p.m.
CPE Credits: 1-Tax
$55
member
$80
nonmember

Walter Haig's Business Financial Health Checkup Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-A&A
$239
member
$339
nonmember

Walter Haig's Personal Financial Health Checkup Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-A&A
$239
member
$339
nonmember

Long-Term Care Insurance: Make the Switch Webinar

10:00 a.m. - 11:00 a.m.
CPE Credits: 1-Other
$39
member
$64
nonmember


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