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Financial Planning
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
Eastern
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Philadelphia
June 20
|
Philadelphia
|
CPE Credit:
8-Tax
Investment Selection: Stocks, Funds, and Bonds
Investment Selection: Stocks, Funds, and Bonds
Malvern
Aug. 13
|
Malvern
|
CPE Credit:
8-Other
Individual and Financial Planning Tax Camp
Individual and Financial Planning Tax Camp
Philadelphia
Aug. 22
|
Philadelphia
|
CPE Credit:
8-Tax
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement
Determining How Much Money You Need to Retire, and Tax Ideas and Money Management in Retirement
Philadelphia
Aug. 29
|
Philadelphia
|
CPE Credit:
4-Other
Mastering the Fundamentals of Estate and Gift Tax Planning
Mastering the Fundamentals of Estate and Gift Tax Planning
Philadelphia
Sept. 18
|
Philadelphia
|
CPE Credit:
8-Tax
The Complete Trust Workshop
The Complete Trust Workshop
Philadelphia
Sept. 20
|
Philadelphia
|
CPE Credit:
8-Tax
How to Settle an Estate for a Client: From A to Z
How to Settle an Estate for a Client: From A to Z
Philadelphia
Sept. 21
|
Philadelphia
|
CPE Credit:
8-Tax
A+ College Savings Planning: Maximizing Resources and Tax Benefits
A+ College Savings Planning: Maximizing Resources and Tax Benefits
Philadelphia
Sept. 27
|
Philadelphia
|
CPE Credit:
4-Tax
The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2018
The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2018
Malvern
Sept. 28
|
Malvern
|
CPE Credit:
8-Tax
Investing for Retirement
Investing for Retirement
Malvern
Oct. 12
|
Malvern
|
CPE Credit:
8-Other
Central
Investment Selection: Stocks, Funds, and Bonds
Investment Selection: Stocks, Funds, and Bonds
Hershey
Aug. 20
|
Hershey
|
CPE Credit:
8-Other
Individual and Financial Planning Tax Camp
Individual and Financial Planning Tax Camp
Williamsport
Sept. 20
|
Williamsport
|
CPE Credit:
8-Tax
Investing for Retirement
Investing for Retirement
Harrisburg
Oct. 11
|
Harrisburg
|
CPE Credit:
8-Other
AICPA’s Annual Federal Tax Update
AICPA’s Annual Federal Tax Update
Harrisburg
Oct. 18
|
Harrisburg
|
CPE Credit:
8-Tax
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now
Harrisburg
Dec. 5
|
Harrisburg
|
CPE Credit:
8-Tax
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Harrisburg
Dec. 11
|
Harrisburg
|
CPE Credit:
8-Tax
Annual Investment Update
Annual Investment Update
Harrisburg
Dec. 17
|
Harrisburg
|
CPE Credit:
8-Other
Western
Investment Selection: Stocks, Funds, and Bonds
Investment Selection: Stocks, Funds, and Bonds
Cranberry
Aug. 16
|
Cranberry
|
CPE Credit:
8-Other
Comprehensive Accounting Issues of Estates and Trusts: Fiduciary Accounting and Tax Issues
Comprehensive Accounting Issues of Estates and Trusts: Fiduciary Accounting and Tax Issues
Cranberry
Sept. 21
|
Cranberry
|
CPE Credit:
8-A&A
The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2018
The Best Income Tax, Estate Tax, and Financial Planning Ideas of 2018
Cranberry
Sept. 28
|
Cranberry
|
CPE Credit:
8-Tax
Estate and Life Planning Issues for the Middle-Income Client
Estate and Life Planning Issues for the Middle-Income Client
Cranberry
Oct. 23
|
Cranberry
|
CPE Credit:
8-Tax
Investing for Retirement
Investing for Retirement
Cranberry
Oct. 26
|
Cranberry
|
CPE Credit:
8-Other
S Corporations: Compensation and Redemptions
S Corporations: Compensation and Redemptions
Cranberry
Nov. 5
|
Cranberry
|
CPE Credit:
4-Tax
The Complete Trust Workshop
The Complete Trust Workshop
Cranberry
Nov. 6
|
Cranberry
|
CPE Credit:
8-Tax
The Best Individual Income Tax Update
The Best Individual Income Tax Update
Cranberry
Nov. 9
|
Cranberry
|
CPE Credit:
8-Tax
A+ College Savings Planning: Maximizing Resources and Tax Benefits
A+ College Savings Planning: Maximizing Resources and Tax Benefits
Cranberry
Nov. 19
|
Cranberry
|
CPE Credit:
4-Tax
How to Settle an Estate for a Client: From A to Z
How to Settle an Estate for a Client: From A to Z
Cranberry
Nov. 20
|
Cranberry
|
CPE Credit:
8-Tax
D
Webinars
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
|
May 31
|
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...
The Best Individual Income Tax Update Webinar
The Best Individual Income Tax Update Webinar
Webinar
Webinar
|
June 2
|
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
|
June 7
|
10:00 a.m. - 6:00 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
|
June 11
|
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...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
|
June 14
|
11:30 a.m. - 7:30 p.m.
|
CPE Credit:
8-Tax
Mine a tax return for tax planning with a client Understand the planning implications of the...
The Best Individual Income Tax Update Webinar
The Best Individual Income Tax Update Webinar
Webinar
Webinar
|
June 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...
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now Webinar
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now Webinar
Webinar
Webinar
|
June 20
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Identify who is entitled to retirement benefits and in what amounts Identify factors to...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
|
June 20
|
11:30 a.m. - 7:30 p.m.
|
CPE Credit:
8-Tax
Mine a tax return for tax planning with a client Understand the planning implications of the...
Individual and Financial-Planning Tax Camp Webinar
Individual and Financial-Planning Tax Camp Webinar
Webinar
Webinar
|
June 22
|
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...
The Best Individual Income Tax Update Webinar
The Best Individual Income Tax Update Webinar
Webinar
Webinar
|
June 26
|
10:00 a.m. - 6:00 p.m.
|
CPE Credit:
8-Tax
Understand strategies and tactics to use in light of new tax rates Understand the most current...
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now Webinar
Social Security, Medicare, and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know Now Webinar
Webinar
Webinar
|
June 27
|
9:00 a.m. - 5:00 p.m.
|
CPE Credit:
8-Tax
Identify who is entitled to retirement benefits and in what amounts Identify factors to...
Search More
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
Search More
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CPE Types & Requirements Guides
Download this quick reference guide on requirements for CPAs in Pennsylvania.
Download Guide
In This Section
Accounting & Auditing
Corporate CPAs
Ethics
Financial Planning
Government & Not-for-Profit
Health Care
Management & Leadership Skills
Revenue Recognition Standard
Tax
Technology
New Courses
CPE Learning Style Quiz
Featured Self-Study
Pennsylvania Tax Primer
On-Demand
Register
Tax Reform CPE
The Tax Cuts and Jobs Act: A Guide to the Most Sweeping Tax Reform in Over 30 Years
June 18 | Philadelphia |
8:00 -11:30 a.m.
July 23 | Philadelphia |
8:00 - 11:30 a.m.
On-Site Training
Any of the sessions you see listed here can be brought directly to your office. Contact us for details about on-site ethics training and for a price quote.
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