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.

  • AICPA's New Examination Engagement: SOC for Cybersecurity
    Date: Starts July 17, 2017
    Recommended CPE Credit: 1
    Gain insight on performing and reporting on an entity's cybersecurity risk management program and controls in accordance with the AICPA attestation standards.

  • Streamlined Excel Reporting Series
    Date: Starts July 26, 2017
    Recommended CPE Credit: 8
    The Streamlined Excel Reporting Series includes four webcasts that will guide you through step-by-step demonstrations on how to create and use PivotTables to increase your productivity and effectiveness as a finance professional.

  • Personal Financial Planning Boot Camp
    Date: Starts October 23, 2017
    Recommended CPE Credit: 22
    The Personal Financial Planning Boot Camp webcast is an informative and highly engaging review of all personal financial planning (PFP) topics. Includes estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as the new Statement on Standards in PFP Services.

  • Annual Webcast Pass
    Recommended CPE Credit: Unlimited
    With the Annual Webcast Pass, you can explore a variety of topics specific to your current work or for future career opportunities: Choose courses from outside your required subject area and expand your knowledge at no additional cost. The pass includes courses on Accounting, Auditing, Fraud, Tax, Practice Management, Management Accounting and more.

  • 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 Financial Planning & Analysis Conference
    Date: July 19 - July 21, 2017
    Location: Las Vegas, NV | Online
    Recommended CPE Credit: 18
    Improve your knowledge by utilizing the most up-to-date tools, techniques and learning solutions to help drive growth and change in your organization. Gain a deeper understanding of how to develop long-range goals and measurements to inform strategic business decisions.

  • AICPA Governmental Accounting and Auditing Update Conference (GAAC)
    Date: Aug 7 - Aug 8, 2017
    Location: Washington, DC | Online
    Recommended CPE Credit: 18
    Attend the premier accounting and auditing update that covers federal, state and local government areas. Hear from policymakers and government officials on current issues and new & pending standards.

  • AICPA National Conference on Banks & Savings Institutions
    Date: Sept 11 - Sept 13, 2017
    Location: Greater Washington, DC | Online
    Recommended CPE Credit: 25.5
    For over 40 years, the comprehensive source of guidance for the Banks & Savings Institutions. Receive auditing, accounting and tax updates from key regulators. Engage in discussions with bank leaders and firm partners to prepare yourself.

  • AICPA Governmental and Not-for-Profit Training Program
    Date: Oct 23 - Oct 25, 2017
    Location: Las Vegas, NV | Online
    Recommended CPE Credit: 25
    The 2017 AICPA Government and Not-for-Profit Training Program has been designed to help you with both awareness and comprehension of the latest regulatory changes.