AICPA Personal Financial Planning Resources for CPAs AICPA Personal Financial Planning Resources for CPAs
The AICPA offers a variety of information resources, tools and training to assist CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice.

  • Personal Financial Planning Boot Camp
    Various Dates
    Recommended CPE Credit: Taxes (9); Specialized Knowledge & Applications (11)
    This class is an informative and highly engaging systematic review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process, including the new Statement on Standards in PFP Services.

  • Affordable Care Act: Tax and Insurance Ramifications
    Date: Monday, July 25
    Recommended CPE Credit: 4
    This webcast will help you better understand the impact of the Health Care Reform Act so you can describe to your clients how health care and paying for coverage will change in the future. In addition, you'll discover how to use this information for tax planning opportunities.

  • IRA Planning Workshop with Bob Keebler Series
    Date: Monday, July 25
    Recommended CPE Credit: 8
    Back by popular demand from the 2016 Personal Financial Planning Conference, the AICPA and Estate Planning authority Robert Keebler will lead an 8-hour course that teaches financial planning professionals how to build and maintain individual retirement accounts that create winning outcomes for your clients and their family.

  • AICPA Personal Financial Planning Membership Section
    Whether you practice in tax, estate, retirement, investment or risk management planning, the PFP Section will broaden your technical expertise, improve your professional competence and help you deliver high-quality, profitable PFP services. Members receive essential information to stay up-to-date on critical PFP issues and guidance on performing proficient PFP services, as well as valuable practice management tools such as sample forms, reports, exhibits and checklists.
  • AICPA Sophisticated Tax Planning for Your Wealthy Clients
    Date: Nov 10 - Nov 11, 2016
    Location: Westin Copley Place Boston, MA
    Recommended CPE Credit: 17.5
    The AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients offers the latest updates, cutting-edge strategies and governmental regulations that affect affluent individuals. Topics include estate planning, asset protection, eldercare, life insurance, and more.

  • AICPA Personal Financial Planning Summit
    Date: Jan 23 - Jan 25, 2017
    Location: Terranea  Rancho Palos Verdes, CA
    Recommended CPE Credit: TBD
    Imagine a collegial, exclusive gathering of your most esteemed peers in wealth management and two days of discussions in a seaside retreat. That’s the atmosphere of the inaugural Personal Financial Planning Summit, brought to you by the AICPA. Facilitated collaborative dialogue, will be your opportunity to trade expertise, sharpen your thought leadership and set the agenda for the personal financial planning community in the year ahead.

  • AICPA Engage Conference
    Date: Jun 12 - Jun 15, 2017
    Location: MGM Grand Las Vegas, NV
    Recommended CPE Credit: TBD

    AICPA’s ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and advance your success.
    6 Conferences. 1 Unique Event.
    Choose among six ENGAGE conferences. Your individual conference registration includes access to all of the ENGAGE sessions offered within each conference.

    • Advanced Personal Financial Planning
    • Advanced Estate Planning
    • Conference on Tax Strategies for the High-Income Individual
    • Practitioners Symposium/TECH+ Conference
    • National Advanced Accounting and Auditing Technical Symposium
    • Association for Accounting Marketing Summit