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


Investing for Retirement Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Other
$285
member
$385
nonmember

Trusts as Retirement Plan Beneficiaries Webinar

2:00 p.m. - 4:00 p.m.
CPE Credits: 2-Other
$75
member
$101
nonmember

$259
member
$359
nonmember

Advanced Cash Flow Analysis Webinar

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

The Roaring 2020s! Financial Planning at a Whole New Level Webinar

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

Advanced Cash Flow Analysis Webinar

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

The Roaring 2020s! Financial Planning at a Whole New Level Webinar

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

$259
member
$359
nonmember

$49
member
$74
nonmember

Securing a Comfortable Retirement in the Age of Spending Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 4-Tax; 4-Other
$259
member
$359
nonmember

Making the Transition to Advisory Services Webinar

10:00 a.m. - 12:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

$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

$259
member
$359
nonmember

Personal Financial Planning Update: Investments Webinar

1:30 p.m. - 3:30 p.m.
CPE Credits: 2-Other
$75
member
$101
nonmember

Defined Benefit Plans: Tax Saving Opportunities Webinar

2:00 p.m. - 4:00 p.m.
CPE Credits: 2-Other
$75
member
$101
nonmember

$220
member
$280
nonmember

Personal Financial Planning Conference - Webcast

7:45 a.m. - 4:00 p.m.
CPE Credits: 1-Tax; 7-Other
$345
member
$445
nonmember

$259
member
$359
nonmember

$295
member
$400
nonmember

$295
member
$400
nonmember

Cash and Credit Management Webinar

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

$295
member
$400
nonmember

Retirement Advising: Accumulation and Decumulation Strategies Webinar

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


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