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


Jul
25
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

Aug
1
THU

Financial Reporting: Assets and Liabilities (U.S. GAAP vs. IFRS) Webinar

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

Aug
2
FRI

Individual and Financial-Planning Tax Camp Webinar

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

Aug
5
MON

The Best Individual Income Tax Update Course Webinar

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

Aug
5
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

Aug
5
MON

The Nuts and Bolts of High-End Planning Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Tax
$245
member
$345
nonmember

Aug
6
TUE

Social Security Basics and Strategies For Maximizing Benefits Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Other
$245
member
$345
nonmember

Aug
8
THU

Individual and Financial-Planning Tax Camp Webinar

10:00 a.m. - 6:00 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Aug
12
MON

Investment Selection: Stocks, Funds, and Bonds

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

Aug
12
MON

Investment Selection: Stocks, Funds, and Bonds Webcast

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

Aug
12
MON

Financial Planning For Healthcare Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Other
$245
member
$345
nonmember

Aug
12
MON

The Best Individual Income Tax Update Course Webinar

11:30 a.m. - 7:30 p.m.
CPE Credits: 8-Tax
$259
member
$359
nonmember

Aug
13
TUE

Investment Selection: Stocks, Funds, and Bonds

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

Aug
14
WED

Individual and Financial-Planning Tax Camp Webinar

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

Aug
15
THU

Investment Selection: Stocks, Funds, and Bonds

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

Aug
15
THU

Advanced Personal Financial Planning Update Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Other
$245
member
$345
nonmember

Aug
19
MON

Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses Webinar

1:00 p.m. - 3:00 p.m.
CPE Credits: 2-Tax
$89
member
$114
nonmember

Aug
20
TUE

The Best Individual Income Tax Update

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

Aug
20
TUE

Personal Financial Planning Update: Investments Webinar

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

Aug
21
WED

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
$275
member
$375
nonmember

Aug
22
THU

Individual and Financial-Planning Tax Camp Webinar

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

Aug
22
THU

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

Aug
26
MON

The Best Individual Income Tax Update Course Webinar

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

Aug
27
TUE

Personal Financial Planning Update: General Financial Planning Webinar

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

Aug
29
THU

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

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


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