Back to Search

Financial Planning Technology: Where Are We and Where Are We Going? (Personal Financial Planning Conference)


CPE Credits



PICPA Member: $0 | Nonmember: $39

 More Information

Course No.

You will have up to 90 days after the date of purchase to complete the course and take the exam.


If you attended the Personal Financial Planning Conference on November 8, 2018, this course would be considered a duplicate and cannot be used towards your CPE requirement.

Earn CPE anywhere!

Hear Robert Alan Moore, MS, CFP take a deep dive into the current and emerging trends in technology for financial planners. Attendees will learn how to keep their firms relevant and efficient in the digital age.

You will hear about the following:

  • Overview of existing types of technology available to advisors
  • Leading technologies in each major tech category
  • A look into future technology



You May Also Like

Financial Institutions Conference
Sept. 17 | Malvern
This conference will address accounting, auditing, taxation, and other technical issues affecting financial institutions. ...
Personal Financial Planning Conference
Nov. 7 | Malvern
This conference provides accounting and financial professionals with the knowledge, skills, and tools needed to broaden their practice in the area of financial planning by learning about current economic factors, ...
Individual and Financial-Planning Tax Camp Webinar
May 30 | Webinar
Each year brings its own set of tax planning challenges, and this year is no exception. This course aims to arm tax planners with planning strategies and ideas that wealthy ...