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

Save the Date!

Personal Financial Planning Conference

Nov. 4 | Malvern or Webcast


Tools To Get Your Clients Organized Webinar

9:00 a.m. - 10:00 a.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

At Capacity: The Tough Questions Webinar

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

The Best Individual Income Tax Update

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

Social Security and Medicare: Planning for You and Your Clients

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Hershey
Hershey Lodge
$285
member
$385
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

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

10:30 a.m. - 11:30 a.m.
CPE Credits: 1-Other
$50
member
$74
nonmember

Eldercare Financial Scam Protection Webinar

11:00 a.m. - 12:00 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

Tools To Get Your Clients Organized Webinar

3:30 p.m. - 4:30 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

Things I Think I Think: Valuation of Intellectual Property Webinar

10:30 a.m. - 12:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Unlocking the Mysteries of Key Person Value Webinar

2:00 p.m. - 4:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Long-Term Care Insurance: Make the Switch Webinar

10:00 a.m. - 11:00 a.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

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

1:00 p.m. - 2:00 p.m.
CPE Credits: 1-Other
$50
member
$74
nonmember

How to Perform a Personal Financial Health Checkup Webinar

10:00 a.m. - 6:00 p.m.
CPE Credits: 4-A&A; 4-Other
$229
member
$329
nonmember

At Capacity: The Tough Questions Webinar

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

Legal Planning for Care Giving of Elderly/Disabled Clients Webinar

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

Tools To Get Your Clients Organized Webinar

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

Eldercare Financial Scam Protection Webinar

11:30 a.m. - 12:30 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

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

9:30 a.m. - 10:30 a.m.
CPE Credits: 1-Other
$50
member
$74
nonmember

Long-Term Care Insurance: Make the Switch Webinar

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

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

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Malvern
Penn State Great Valley - Main Bldg
$285
member
$385
nonmember

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

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Cranberry
Regional Learning Alliance
$285
member
$385
nonmember

$285
member
$385
nonmember

Tools To Get Your Clients Organized Webinar

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

The Best Individual Income Tax Update

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Plymouth Meeting
Doubletree Suites by Hilton Philadelphia West
$285
member
$385
nonmember


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