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

 JInvestment Planning Certificate   JEstate Planning Certificate  JRetirement Planning Certificate


Upcoming Financial Planning CPE

Nov. 7

Personal Financial Planning Conference

Malvern | Webcast


The Best Individual Income Tax Update

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Cranberry
Regional Learning Alliance
$275
member
$375
nonmember

The Best Income Tax, Estate Tax, and Financial Planning Ideas

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Philadelphia
Pennsylvania Institute of CPAs
$275
member
$375
nonmember

$239
member
$339
nonmember

The Nuts and Bolts of High-End Planning Webinar

9:30 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$245
member
$345
nonmember

The Nuts and Bolts of High-End Planning Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Tax
$245
member
$345
nonmember

Social Security: Advanced Education And Training Webinar

9:30 a.m. - 5:00 p.m.
CPE Credits: 8-Other
$245
member
$345
nonmember

$79
member
$104
nonmember

Social Security: Advanced Education And Training Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Other
$245
member
$345
nonmember

Individual and Financial-Planning Tax Camp Webinar

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

$239
member
$339
nonmember

Social Security and Medicare: Maximizing Retirement Benefits

12:30 p.m. - 4:00 p.m.
CPE Credits: 4-Tax
Philadelphia
Pennsylvania Institute of CPAs
$139
member
$189
nonmember

$139
member
$189
nonmember

The Best Individual Income Tax Update Course Webinar

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

The Best Individual Income Tax Update

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Harrisburg
Best Western Premier the Central Hotel & Conference Center
$275
member
$375
nonmember

The Best Individual Income Tax Update Course Webinar

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

Individual and Financial-Planning Tax Camp Webinar

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

Financial Planning For Healthcare Webinar

9:30 a.m. - 5:00 p.m.
CPE Credits: 8-Other
$245
member
$345
nonmember

Financial Planning For Healthcare Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Other
$245
member
$345
nonmember

The Best Individual Income Tax Update

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Erie
Ambassador Banquet & Conference Center
$275
member
$375
nonmember

The Best Individual Income Tax Update

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Malvern
Penn State Great Valley - Main Bldg
$275
member
$375
nonmember

Advanced Personal Financial Planning Update Webinar

9:30 a.m. - 5:00 p.m.
CPE Credits: 8-Other
$245
member
$345
nonmember

Advanced Personal Financial Planning Update Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Other
$245
member
$345
nonmember

Social Security and Medicare: Maximizing Retirement Benefits

12:30 p.m. - 4:00 p.m.
CPE Credits: 4-Tax
Malvern
Penn State Great Valley - Main Bldg
$139
member
$189
nonmember

Securing a Comfortable Retirement in the Age of Spending

8:00 a.m. - 4:00 p.m.
CPE Credits: 4-Tax; 4-Other
Cranberry
Regional Learning Alliance
$275
member
$375
nonmember

Social Security and Medicare: Planning for You and Your Clients

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Cranberry
Regional Learning Alliance
$275
member
$375
nonmember


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