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


$79
member
$104
nonmember

The Best Individual Income Tax Update Course Webinar

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

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

$275
member
$375
nonmember

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

Individual and Financial-Planning Tax Camp Webinar

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

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

Individual and Financial Planning Tax Camp Webcast

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

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

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

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

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

Investing for Retirement Webcast

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

Personal Financial Planning Update: Investments Webinar

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

$79
member
$104
nonmember

The Best Individual Income Tax Update Course Webinar

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

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

Individual and Financial-Planning Tax Camp Webinar

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

$239
member
$339
nonmember

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

The Complete Trust Workshop Webcast

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

The Best Individual Income Tax Update Course Webinar

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

Investing for Retirement

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

The Best Individual Income Tax Update Course Webinar

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

The Best Individual Income Tax Update Course Webinar

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


Link Copied!