PICPA

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

 JInvestment Planning Certificate   JEstate Planning Certificate  JRetirement Planning Certificate

Upcoming Financial Planning CPE

Nov. 7

Personal Financial Planning Conference

Malvern | Webcast


Sep
23
MON

Personal Financial Planning Update: Income Tax, Retirement and Estate Webinar

1:30 p.m. - 3:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Sep
24
TUE

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Sep
25
WED

Mastering the Fundamentals of Estate and Gift Tax Planning

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Philadelphia
Pennsylvania Institute of CPAs
$275
member
$375
nonmember

Sep
25
WED

Mastering the Fundamentals of Estate and Gift Tax Planning Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$275
member
$375
nonmember

Sep
26
THU

The Top 50 Mistakes Practitioners Make and How to Fix Them: Individual Tax and Financial Planning

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Cranberry
Regional Learning Alliance
$275
member
$375
nonmember

Sep
27
FRI

Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Sep
30
MON

Individual and Financial Planning Tax Camp

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Philadelphia
Pennsylvania Institute of CPAs
$275
member
$375
nonmember

Sep
30
MON

Individual and Financial Planning Tax Camp Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$275
member
$375
nonmember

Sep
30
MON

Securing a Comfortable Retirement in the Age of Spending Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 4-Tax; 4-Other
$239
member
$339
nonmember

Oct
7
MON

Setting Realistic Client Goals in Personal Financial Planning Webinar

11:30 a.m. - 1:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Oct
10
THU

Investing for Retirement

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Other
Harrisburg
Best Western Premier the Central Hotel & Conference Center
$275
member
$375
nonmember

Oct
11
FRI

Investing for Retirement

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Other
Malvern
Penn State Great Valley - Main Bldg
$275
member
$375
nonmember

Oct
11
FRI

Investing for Retirement Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Other
$275
member
$375
nonmember

Oct
16
WED

Personal Financial Planning Update: Investments Webinar

11:30 a.m. - 1:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Oct
16
WED

Adding Personal Financial Planning Services to Your CPA Practice Webinar

1:30 p.m. - 3:30 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Oct
18
FRI

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Oct
21
MON

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
$275
member
$375
nonmember

Oct
21
MON

Individual and Financial-Planning Tax Camp Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Oct
22
TUE

Fiduciary Income Tax Returns -- Form 1041 Workshop with Filled-in Forms Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$239
member
$339
nonmember

Oct
24
THU

The Complete Trust Workshop

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
Philadelphia
Pennsylvania Institute of CPAs
$275
member
$375
nonmember

Oct
24
THU

The Complete Trust Workshop Webcast

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Tax
$275
member
$375
nonmember

Oct
24
THU

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Oct
25
FRI

Investing for Retirement

8:00 a.m. - 4:00 p.m.
CPE Credits: 8-Other
Cranberry
Regional Learning Alliance
$275
member
$375
nonmember

Oct
27
SUN

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Oct
30
WED

The Best Individual Income Tax Update Course Webinar

9:00 a.m. - 5:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember


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