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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



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