Financial Planning CPE for CPAs

From retirement CPE seminars sessions to investment planning webinars, the PICPA has every facet of financial planning covered.

Upcoming Financial Planning CPE


Retirement Planning: IRAs Webinar

12:00 p.m. - 1:00 p.m.
CPE Credits: 1-Tax
$49
member
$74
nonmember

A History of Investing and a Look Ahead Webinar

4:00 p.m. - 5:30 p.m.
CPE Credits: 1.5-Other
$64
member
$74
nonmember

Walter Haig's Business Financial Health Checkup Webinar

11:00 a.m. - 7:00 p.m.
CPE Credits: 8-A&A
$229
member
$329
nonmember

Eldercare Financial Scam Protection Webinar

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

Retirement Planning: Next Stage for You or Your Client Webinar

4:00 p.m. - 6:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Walter Haig's Personal Financial Health Checkup Webinar

10:00 a.m. - 6:00 p.m.
CPE Credits: 8-A&A
$229
member
$329
nonmember

Legal Planning for Care Giving of Elderly/Disabled Clients Webinar

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

Long-Term Care Insurance: Make the Switch Webinar

2:00 p.m. - 3:00 p.m.
CPE Credits: 1-Other
$39
member
$74
nonmember

$259
member
$359
nonmember

How to Settle a Client's Estate Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

The Best Individual Income Tax Update Course by Surgent Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

The Best Individual Income Tax Update

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Cranberry
Regional Learning Alliance
$259
member
$359
nonmember

Retirement Planning: IRAs Webinar

9:00 a.m. - 10:00 a.m.
CPE Credits: 1-Tax
$49
member
$74
nonmember

$139
member
$189
nonmember

The Best Individual Income Tax Update Course by Surgent Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

The Best Individual Income Tax Update Course by Surgent

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Malvern
Penn State Great Valley - Main Bldg
$259
member
$359
nonmember

Securing a Comfortable Retirement in the Age of Spending Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 4-Tax; 4-Other
$259
member
$359
nonmember

$259
member
$359
nonmember

Fiduciary Accounting and Tax Issues of Estates and Trusts Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 4-A&A; 4-Tax
$259
member
$359
nonmember

A History of Investing and a Look Ahead Webinar

4:30 p.m. - 6:00 p.m.
CPE Credits: 1.5-Other
$64
member
$74
nonmember

Walter Haig's Business Financial Health Checkup Webinar

12:00 p.m. - 8:00 p.m.
CPE Credits: 8-A&A
$229
member
$329
nonmember

The Best Individual Income Tax Update Course by Surgent Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
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

Walter Haig's Personal Financial Health Checkup Webinar

11:00 a.m. - 7:00 p.m.
CPE Credits: 8-A&A
$229
member
$329
nonmember


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