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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.
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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
International Tax Lunch: Foreign Earned Income Exclusion and How to Prepare Form 2555 Webinar
International Tax Lunch: Foreign Earned Income Exclusion and How to Prepare Form 2555 Webinar
Webinar
Webinar
|
Apr. 19
|
3:00 pm - 4:00 p.m.
|
CPE Credit:
1-Tax
Determine Foreign Earned Income Exclusion eligibility. Identify how to prepare Form 2555 to...
Personal Financial Planning Conference - Webcast
Personal Financial Planning Conference - Webcast
Webcast
Webcast
|
Nov. 7
|
8:00 a.m. - 4:00 p.m.
|
CPE Credit:
0
This conference provides accounting and financial professionals with the knowledge, skills, and...
Maximizing Your Social Security Benefits Webcast
Maximizing Your Social Security Benefits Webcast
Webcast
Webcast
|
Dec. 9
|
8:00 a.m. - 11:30 am
|
CPE Credit:
4-Tax
Identify who is entitled to retirement benefits and in what amounts. Summarize the factors one...
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On-Demand
The Finance Function of the Future: Equipping Your People to Deliver (Decision Makers Conference)
The Finance Function of the Future: Equipping Your People to Deliver (Decision Makers Conference)
On-Demand
|
CPE Credit:
2-Other
Special Purpose Frameworks: Applications & Trends (Accounting & Auditing Conference)
Special Purpose Frameworks: Applications & Trends (Accounting & Auditing Conference)
On-Demand
|
CPE Credit:
1-A&A
DOL Fiduciary Standards – What Do They Mean to You (Personal Financial Planning Conference)
DOL Fiduciary Standards – What Do They Mean to You (Personal Financial Planning Conference)
On-Demand
|
CPE Credit:
1-Other
Settling an Estate without a Will (Personal Financial Planning Conference)
Settling an Estate without a Will (Personal Financial Planning Conference)
On-Demand
|
CPE Credit:
1-Tax
Current Developments with Fair Value Measurements (Business Valuation Conference)
Current Developments with Fair Value Measurements (Business Valuation Conference)
On-Demand
|
CPE Credit:
4-Other
Knowing When Your Elderly Client is a Victim of Fraud or Financial Exploitation
Knowing When Your Elderly Client is a Victim of Fraud or Financial Exploitation
On-Demand
|
CPE Credit:
2-Ethics
The Math of Divorce (Divorce Conference)
The Math of Divorce (Divorce Conference)
On-Demand
|
CPE Credit:
1-Other
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
Search More
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Overlooked Ways to Find Clients Money
How to Explain Business Structures to Clients
Tax Reform’s Effect on Charitable Giving
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 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
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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