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


Apr
19
MON

Cash and Credit Management Webinar

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

Apr
19
MON

Bankruptcy Basics: Understanding the Reorganization and Liquidation Process in These Uncertain Economic Times Webinar

10:00 a.m. - 12:00 p.m.
CPE Credits: 2-Other
$89
member
$114
nonmember

Apr
19
MON

Cash and Credit Management Webinar

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

Apr
19
MON

Unlocking the Mysteries of Key Person Value Webinar

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

Apr
28
WED

Making the Transition to Advisory Services Webinar

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

May
3
MON

Things I Think I Think: Valuation of Intellectual Property Webinar

9:30 a.m. - 11:30 a.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

May
5
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

May
6
THU

Tools To Get Your Clients Organized Webinar

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

May
17
MON

Unlocking the Mysteries of Key Person Value Webinar

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

May
20
THU

Long-Term Care Insurance: Make the Switch Webinar

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

May
21
FRI

CFO Series: Optimizing Working Capital Management Webinar

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

May
21
FRI

CFO Series: Optimizing Working Capital Management Webinar

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

May
27
THU

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

9:00 a.m. - 10:00 a.m.
CPE Credits: 1-Other
$50
member
$74
nonmember

Jun
3
THU

Tools To Get Your Clients Organized Webinar

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

Jun
4
FRI

At Capacity: The Tough Questions Webinar

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

Jun
4
FRI

Legal Planning for Care Giving of Elderly/Disabled Clients Webinar

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

Jun
9
WED

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

Jun
21
MON

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

12:30 p.m. - 1:30 p.m.
CPE Credits: 1-Other
$50
member
$74
nonmember

Jun
23
WED

Eldercare Financial Scam Protection Webinar

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

Jun
24
THU

Long-Term Care Insurance: Make the Switch Webinar

2:30 p.m. - 3:30 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Jul
5
MON

Tools To Get Your Clients Organized Webinar

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

Jul
6
TUE

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

Jul
7
WED

Things I Think I Think: Valuation of Intellectual Property Webinar

4:00 p.m. - 6:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Jul
12
MON

Unlocking the Mysteries of Key Person Value Webinar

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

Jul
19
MON

Long-Term Care Insurance: Make the Switch Webinar

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


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