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Courses by Topic
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Financial Planning
Financial Planning CPE
From retirement-specific sessions to best practices, from generational planning to basic investment techniques, the PICPA has every facet of financial planning covered.
G
In Person
Eastern
Investment Selection: Stocks, Funds, and Bonds
Investment Selection: Stocks, Funds, and Bonds
Malvern
Aug. 12
|
Malvern
|
CPE Credit:
8-Other
The Best Income Tax, Estate Tax, and Financial Planning Ideas
The Best Income Tax, Estate Tax, and Financial Planning Ideas
Philadelphia
Aug. 29
|
Philadelphia
|
CPE Credit:
8-Tax
Mastering the Fundamentals of Estate and Gift Tax Planning
Mastering the Fundamentals of Estate and Gift Tax Planning
Philadelphia
Sept. 25
|
Philadelphia
|
CPE Credit:
8-Tax
Individual and Financial Planning Tax Camp
Individual and Financial Planning Tax Camp
Philadelphia
Sept. 30
|
Philadelphia
|
CPE Credit:
8-Tax
Investing for Retirement
Investing for Retirement
Malvern
Oct. 11
|
Malvern
|
CPE Credit:
8-Other
The Complete Trust Workshop
The Complete Trust Workshop
Philadelphia
Oct. 24
|
Philadelphia
|
CPE Credit:
8-Tax
Individual Income Taxation: Practical Tax Return Guidance for Your Upcoming Tax Season
Individual Income Taxation: Practical Tax Return Guidance for Your Upcoming Tax Season
Philadelphia
Nov. 5
|
Philadelphia
|
CPE Credit:
8-Tax
Fiduciary Accounting and Tax Issues of Estates and Trusts
Fiduciary Accounting and Tax Issues of Estates and Trusts
Philadelphia
Nov. 8
|
Philadelphia
|
CPE Credit:
8-A&A
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Philadelphia
Nov. 11
|
Philadelphia
|
CPE Credit:
8-Tax
This Year's Top Tax and Financial-Planning Ideas
This Year's Top Tax and Financial-Planning Ideas
Malvern
Nov. 12
|
Malvern
|
CPE Credit:
4-Tax
Central
Investment Selection: Stocks, Funds, and Bonds
Investment Selection: Stocks, Funds, and Bonds
Harrisburg
Aug. 13
|
Harrisburg
|
CPE Credit:
8-Other
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Hershey
Aug. 20
|
Hershey
|
CPE Credit:
8-Tax
Social Security and Medicare: Planning for You and Your Clients
Social Security and Medicare: Planning for You and Your Clients
Hershey
Aug. 21
|
Hershey
|
CPE Credit:
8-Tax
Investing for Retirement
Investing for Retirement
Harrisburg
Oct. 10
|
Harrisburg
|
CPE Credit:
8-Other
Estate and Life Planning Issues for the Middle-Income Client
Estate and Life Planning Issues for the Middle-Income Client
Harrisburg
Nov. 11
|
Harrisburg
|
CPE Credit:
8-Tax
Individual Income Taxation: Critical Tax Compliance and Planning Strategies
Individual Income Taxation: Critical Tax Compliance and Planning Strategies
Harrisburg
Nov. 12
|
Harrisburg
|
CPE Credit:
8-Tax
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Harrisburg
Nov. 25
|
Harrisburg
|
CPE Credit:
8-Tax
Annual Investment Update
Annual Investment Update
Harrisburg
Dec. 16
|
Harrisburg
|
CPE Credit:
8-Other
Securing a Comfortable Retirement in the Age of Spending
Securing a Comfortable Retirement in the Age of Spending
Harrisburg
Dec. 17
|
Harrisburg
|
CPE Credit:
4-Tax
Western
Investment Selection: Stocks, Funds, and Bonds
Investment Selection: Stocks, Funds, and Bonds
Cranberry
Aug. 15
|
Cranberry
|
CPE Credit:
8-Other
The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning
The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning
Cranberry
Sept. 26
|
Cranberry
|
CPE Credit:
8-Tax
Estate and Life Planning Issues for the Middle-Income Client
Estate and Life Planning Issues for the Middle-Income Client
Cranberry
Sept. 27
|
Cranberry
|
CPE Credit:
8-Tax
The Best Income Tax, Estate Tax, and Financial Planning Ideas
The Best Income Tax, Estate Tax, and Financial Planning Ideas
Cranberry
Oct. 21
|
Cranberry
|
CPE Credit:
8-Tax
Investing for Retirement
Investing for Retirement
Cranberry
Oct. 25
|
Cranberry
|
CPE Credit:
8-Other
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Cranberry
Nov. 18
|
Cranberry
|
CPE Credit:
8-Tax
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Erie
Dec. 4
|
Erie
|
CPE Credit:
8-Tax
Securing a Comfortable Retirement in the Age of Spending
Securing a Comfortable Retirement in the Age of Spending
Cranberry
Dec. 5
|
Cranberry
|
CPE Credit:
4-Tax
Annual Investment Update
Annual Investment Update
Cranberry
Dec. 6
|
Cranberry
|
CPE Credit:
8-Other
Social Security and Medicare: Planning for You and Your Clients
Social Security and Medicare: Planning for You and Your Clients
Cranberry
Dec. 6
|
Cranberry
|
CPE Credit:
8-Tax
D
Webinars
Social Security and Medicare: Planning for You and Your Clients Webinar
Social Security and Medicare: Planning for You and Your Clients Webinar
Webinar
Webinar
|
May 29
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Social Security seems poised for changes in benefits and eligibility age. The leading edge of...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
|
May 30
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Each year brings its own set of tax planning challenges, and this year is no exception. This...
Making the Transition to Advisory Services Webinar
Making the Transition to Advisory Services Webinar
Webinar
Webinar
|
June 1
|
12:00 pm - 2:00 p.m.
|
CPE Credit:
2-Other
The accounting industry is going through tremendous change and rising challenges that are...
The Best Individual Income Tax Update Course Webinar
The Best Individual Income Tax Update Course Webinar
Webinar
Webinar
|
June 3
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
This highly informative course comprehensively covers all the latest tax law developments. The...
Securing a Comfortable Retirement in the Age of Spending Webinar
Securing a Comfortable Retirement in the Age of Spending Webinar
Webinar
Webinar
|
June 3
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
4-Other
This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how...
The Best Individual Income Tax Update Course Webinar
The Best Individual Income Tax Update Course Webinar
Webinar
Webinar
|
June 7
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
This highly informative course comprehensively covers all the latest tax law developments. The...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
|
June 10
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Each year brings its own set of tax planning challenges, and this year is no exception. This...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
|
June 13
|
11:30 a.m. - 7:30 p.m.
|
CPE Credit:
8-Tax
Each year brings its own set of tax planning challenges, and this year is no exception. This...
The Best Individual Income Tax Update Course Webinar
The Best Individual Income Tax Update Course Webinar
Webinar
Webinar
|
June 15
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
This highly informative course comprehensively covers all the latest tax law developments. The...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
|
June 20
|
11:30 a.m. - 7:30 p.m.
|
CPE Credit:
8-Tax
Each year brings its own set of tax planning challenges, and this year is no exception. This...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
|
June 23
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Each year brings its own set of tax planning challenges, and this year is no exception. This...
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On-Demand
Adding Personal Financial Planning Services to Your Practice
Adding Personal Financial Planning Services to Your Practice
On-Demand
|
CPE Credit:
2-Other
New Developments in Federal Taxes (Personal Financial Planning Conference)
New Developments in Federal Taxes (Personal Financial Planning Conference)
On-Demand
|
CPE Credit:
1-Tax
Wealth Transfer Planning: Whatever the Tax Law Permits! (Personal Financial Planning Conference)
Wealth Transfer Planning: Whatever the Tax Law Permits! (Personal Financial Planning Conference)
On-Demand
|
CPE Credit:
1-Tax
Changing Landscape of Long Term Care (Personal Financial Planning Conference)
Changing Landscape of Long Term Care (Personal Financial Planning Conference)
On-Demand
|
CPE Credit:
1-Other
Retirement Readiness: Are We Worse Off? (Personal Financial Planning Conference)
Retirement Readiness: Are We Worse Off? (Personal Financial Planning Conference)
On-Demand
|
CPE Credit:
1-Other
The Psychology of Money & Wellness (Personal Financial Planning Conference)
The Psychology of Money & Wellness (Personal Financial Planning Conference)
On-Demand
|
CPE Credit:
1-Other
Markets, He Wrote: Looking for Clues about the Economy's Direction (Construction Industry Conference)
Markets, He Wrote: Looking for Clues about the Economy's Direction (Construction Industry Conference)
On-Demand
|
CPE Credit:
2-Other
Ransomware and the Aftermath (Financial Institutions Conference)
Ransomware and the Aftermath (Financial Institutions Conference)
On-Demand
|
CPE Credit:
1-Other
Investment Portfolio - What Works and What Doesn't (Financial Institutions Conference)
Investment Portfolio - What Works and What Doesn't (Financial Institutions Conference)
On-Demand
|
CPE Credit:
1-Other
Utilizing Management Information to Make Informed Decisions (Financial Institutions Conference)
Utilizing Management Information to Make Informed Decisions (Financial Institutions Conference)
On-Demand
|
CPE Credit:
1-Other
Beyond 401(k) Plans - A&A Considerations for Other Employee Benefit Plans (Employee Benefit Plans Conference)
Beyond 401(k) Plans - A&A Considerations for Other Employee Benefit Plans (Employee Benefit Plans Conference)
On-Demand
|
CPE Credit:
1-A&A
Fiduciary Governance & Process: Plan Investment Alternative (Employee Benefit Plans Conference)
Fiduciary Governance & Process: Plan Investment Alternative (Employee Benefit Plans Conference)
On-Demand
|
CPE Credit:
1-Other
Emerging Trends in the Pennsylvania Banking Industry (Financial Institutions Conference)
Emerging Trends in the Pennsylvania Banking Industry (Financial Institutions Conference)
On-Demand
|
CPE Credit:
1-Other
The New Normal: Care with Convenience (Health Care Conference)
The New Normal: Care with Convenience (Health Care Conference)
On-Demand
|
CPE Credit:
1-Other
HFMA's National Agenda and Focus Areas (Health Care Conference)
HFMA's National Agenda and Focus Areas (Health Care Conference)
On-Demand
|
CPE Credit:
1-Other
Search More
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Cryptocurrencies and the Tax Rules Involved
Will Your Client Be Ready to Retire?
Overlooked Ways to Find Clients Money
How to Explain Business Structures to Clients
CPE Types & Requirements Guide
Download this quick reference guide on the CPE requirements for CPAs in Pennsylvania.
Download Guide
In This Section
Accounting & Auditing
Corporate and Business and Industry CPAs
Ethics
Financial Planning
Government & Not-for-Profit
Health Care
Management & Leadership Skills
Revenue Recognition Standard
Tax
Technology
New Courses
CPE Learning Style Quiz
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Tax Reform’s Effect on Charitable Giving
- By Laurie A. Siebert, CPA, CFP
Federal Tax Reform Guide
presented by the
Pennsylvania CPA Journal
Read More
Did you miss the 2018 Personal Financial Planning Conference? View these On-Demand (self-study) sessions:
J
Creative Retirement Plan Design for the Closely Held Business
J
Everything You Need to Know about Medicare, Medicaid, Medigap, MADPs, and Part D Prescription Plans
J
Financial Planning: It’s Not Just for Boomers Anymore
J
Financial Planning Technology: Where Are We and Where Are We Going?
J
Tax Planning Under the Tax Cuts and Jobs Act
J
Your Guide to Estate Planning and the Inheritance Tax
On-Site Training
Any of the sessions you see listed here can be brought directly to your office. Contact us for details about on-site ethics training and for a price quote.
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