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


Cash and Credit Management Webinar

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


Cash and Credit Management Webinar

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

Unlocking the Mysteries of Key Person Value Webinar

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

Making the Transition to Advisory Services Webinar

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

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

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

Tools To Get Your Clients Organized Webinar

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

Unlocking the Mysteries of Key Person Value Webinar

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

Long-Term Care Insurance: Make the Switch Webinar

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

CFO Series: Optimizing Working Capital Management Webinar

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

CFO Series: Optimizing Working Capital Management Webinar

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

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

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

Tools To Get Your Clients Organized Webinar

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

At Capacity: The Tough Questions Webinar

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

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

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

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

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

Eldercare Financial Scam Protection Webinar

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

Long-Term Care Insurance: Make the Switch Webinar

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

Tools To Get Your Clients Organized Webinar

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

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

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

Unlocking the Mysteries of Key Person Value Webinar

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

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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