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

 Investment Planning Certificate   Estate Planning Certificate  Retirement Planning Certificate

Upcoming Financial Planning CPE


Aug
10
MON

Social Security Basics and Strategies For Maximizing Benefits Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Other
$295
member
$400
nonmember

Aug
10
MON

Things I Think I Think: Valuation of Intellectual Property Webinar

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

Aug
10
MON

Personal Financial Planning Update: Investments Webinar

1:30 p.m. - 3:30 p.m.
CPE Credits: 2-Other
$75
member
$101
nonmember

Aug
11
TUE

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
12
WED

Financial, Regulatory, and Reporting Issues in Coronavirus Recovery Webinar

8:00 a.m. - 1:00 p.m.
CPE Credits: 6-A&A
$220
member
$280
nonmember

Aug
12
WED

Retirement Penalties and Rollover Issues Webinar

5:30 p.m. - 7:20 p.m.

$75
member
$101
nonmember

Aug
13
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
14
FRI

Investment Selection: Stocks, Funds, and Bonds Webcast

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

Aug
18
TUE

After the SECURE Act: 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
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
20
THU

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

1:30 p.m. - 3:30 p.m.
CPE Credits: 2-Other
$75
member
$101
nonmember

Aug
21
FRI

Private Company Reporting Options: More Changes Ahead Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-A&A
$295
member
$400
nonmember

Aug
21
FRI

Unlocking the Mysteries of Key Person Value Webinar

1:00 p.m. - 3:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Aug
25
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

Aug
25
TUE

Pension and Profit-Sharing Plan Strategies Webinar

9:30 a.m. - 5:00 p.m.

$295
member
$400
nonmember

Aug
25
TUE

Limited-Scope Audits of 401(k) Plans Webinar

9:30 a.m. - 5:00 p.m.
CPE Credits: 8-A&A
$295
member
$400
nonmember

Aug
25
TUE

Limited-Scope Audits of 401(k) Plans Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-A&A
$295
member
$400
nonmember

Aug
25
TUE

Pension and Profit-Sharing Plan Strategies Webinar

11:30 a.m. - 7:30 p.m.

$295
member
$400
nonmember

Aug
25
TUE

Making the Transition to Advisory Services Webinar

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

Aug
27
THU

The Roaring 2020s! Financial Planning at a Whole New Level Webinar

11:30 a.m. - 7:00 p.m.
CPE Credits: 8-Other
$295
member
$400
nonmember

Sep
1
TUE

Things I Think I Think: Valuation of Intellectual Property Webinar

1:00 p.m. - 3:00 p.m.
CPE Credits: 2-Other
$79
member
$104
nonmember

Sep
2
WED

The Best Individual Income Tax Update Course Webinar

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

Sep
3
THU

Retirement Penalties and Rollover Issues Webinar

3:30 p.m. - 5:20 p.m.

$75
member
$101
nonmember

Sep
3
THU

Retirement Penalties and Rollover Issues Webinar

5:30 p.m. - 7:20 p.m.

$75
member
$101
nonmember

Sep
8
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


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