Financial Planning CPE

From retirement-specific sessions to best practices, from generational planning to basic investment techniques, the PICPA has every facet of financial planning covered.

G In Person

D Webinars

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

Webinar

Webinar | Aug. 20 | 1:00 pm - 3:00 p.m. | CPE Credit: 2-Tax

Understand the advantages and disadvantages of the major pension-planning options for small-...
Real Estate Taxation: Critical Considerations Webinar
Real Estate Taxation: Critical Considerations Webinar

Webinar

Webinar | Aug. 24 | 1:30 pm - 5:00 p.m. | CPE Credit: 4-Tax

Understand the most commonly used forms of ownership for real estate holdings and the...
The Best Individual Income Tax Update Webinar
The Best Individual Income Tax Update Webinar

Webinar

Webinar | Aug. 29 | 9:00 a.m. - 5:00 p.m. | CPE Credit: 8-Tax

Understand strategies and tactics to use in light of new tax rates Understand the most current...
College Financial Planning: Graduate School Webinar
College Financial Planning: Graduate School Webinar

Webinar

Webinar | Aug. 30 | 2:00 pm - 4:00 p.m. | CPE Credit: 2-Other

Determine financial aid forms that are required. Identify available funding sources for...
The Best Individual Income Tax Update Webinar
The Best Individual Income Tax Update Webinar

Webinar

Webinar | Sept. 5 | 9:00 a.m. - 5:00 p.m. | CPE Credit: 8-Tax

Understand strategies and tactics to use in light of new tax rates Understand the most current...
The Best Individual Income Tax Update Webinar
The Best Individual Income Tax Update Webinar

Webinar

Webinar | Sept. 7 | 9:00 a.m. - 5:00 p.m. | CPE Credit: 8-Tax

Understand strategies and tactics to use in light of new tax rates Understand the most current...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar

Webinar

Webinar | Sept. 12 | 9:00 a.m. - 5:00 p.m. | CPE Credit: 8-Tax

Mine a tax return for tax planning with a client Understand the planning implications of the...
Real Estate Taxation: Critical Considerations Webinar
Real Estate Taxation: Critical Considerations Webinar

Webinar

Webinar | Sept. 14 | 1:30 pm - 5:00 p.m. | CPE Credit: 4-Tax

Understand the most commonly used forms of ownership for real estate holdings and the...
The Best Individual Income Tax Update Webinar
The Best Individual Income Tax Update Webinar

Webinar

Webinar | Sept. 15 | 9:00 a.m. - 5:00 p.m. | CPE Credit: 8-Tax

Understand strategies and tactics to use in light of new tax rates Understand the most current...
The Best Individual Income Tax Update Webinar
The Best Individual Income Tax Update Webinar

Webinar

Webinar | Sept. 19 | 9:00 a.m. - 5:00 p.m. | CPE Credit: 8-Tax

Understand strategies and tactics to use in light of new tax rates Understand the most current...
CalCPA PFP Wealth Wednesdays: What You Need to Know on Risk Management Planning: Life Insurance, Annuities, Long Term Care Insurance Webinar
CalCPA PFP Wealth Wednesdays: What You Need to Know on Risk Management Planning: Life Insurance, Annuities, Long Term Care Insurance Webinar

Webinar

Webinar | Sept. 19 | 2:00 pm - 3:00 p.m. | CPE Credit: 1-Other

Identify the issues that will lead to a more successful risk management planning outcome. An...

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On-Demand

Mastering the Art of Tax Planning
Mastering the Art of Tax Planning

On-Demand | CPE Credit: 2-Tax
The Finance Function of the Future: Equipping Your People to Deliver (Decision Makers Conference)
The Finance Function of the Future: Equipping Your People to Deliver (Decision Makers Conference)

On-Demand | CPE Credit: 2-Other
Special Purpose Frameworks: Applications & Trends (Accounting & Auditing Conference)
Special Purpose Frameworks: Applications & Trends (Accounting & Auditing Conference)

On-Demand | CPE Credit: 1-A&A
DOL Fiduciary Standards – What Do They Mean to You (Personal Financial Planning Conference)
DOL Fiduciary Standards – What Do They Mean to You (Personal Financial Planning Conference)

On-Demand | CPE Credit: 1-Other
Settling an Estate without a Will (Personal Financial Planning Conference)
Settling an Estate without a Will (Personal Financial Planning Conference)

On-Demand | CPE Credit: 1-Tax
Current Developments with Fair Value Measurements (Business Valuation Conference)
Current Developments with Fair Value Measurements (Business Valuation Conference)

On-Demand | CPE Credit: 4-Other
Knowing When Your Elderly Client is a Victim of Fraud or Financial Exploitation
Knowing When Your Elderly Client is a Victim of Fraud or Financial Exploitation

On-Demand | CPE Credit: 2-Ethics
The Math of Divorce (Divorce Conference)
The Math of Divorce (Divorce Conference)

On-Demand | CPE Credit: 1-Other
Retirement Readiness: Are We Worse Off? (Personal Financial Planning Conference)
Retirement Readiness: Are We Worse Off? (Personal Financial Planning Conference)

On-Demand | CPE Credit: 1-Other
The Psychology of Money & Wellness (Personal Financial Planning Conference)
The Psychology of Money & Wellness (Personal Financial Planning Conference)

On-Demand | CPE Credit: 1-Other
Markets, He Wrote: Looking for Clues about the Economy's Direction (Construction Industry Conference)
Markets, He Wrote: Looking for Clues about the Economy's Direction (Construction Industry Conference)

On-Demand | CPE Credit: 2-Other
Ransomware and the Aftermath (Financial Institutions Conference)
Ransomware and the Aftermath (Financial Institutions Conference)

On-Demand | CPE Credit: 1-Other
Investment Portfolio - What Works and What Doesn't (Financial Institutions Conference)
Investment Portfolio - What Works and What Doesn't (Financial Institutions Conference)

On-Demand | CPE Credit: 1-Other
Utilizing Management Information to Make Informed Decisions (Financial Institutions Conference)
Utilizing Management Information to Make Informed Decisions (Financial Institutions Conference)

On-Demand | CPE Credit: 1-Other
Beyond 401(k) Plans - A&A Considerations for Other Employee Benefit Plans (Employee Benefit Plans Conference)
Beyond 401(k) Plans - A&A Considerations for Other Employee Benefit Plans (Employee Benefit Plans Conference)

On-Demand | CPE Credit: 1-A&A

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