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Advanced Personal Financial Planning Conference

Las Vegas, NV

Jun 11 - 14, 2018

Conferences

Advanced Personal Financial Planning Conference

Support your clients at every life stage.

Become a year-round resource for your clients with the Advanced Personal Financial Planning curriculum’s best practices and ideas from esteemed thought leaders.

Look for: In-depth coverage of tax, estate, retirement, investment and risk management services.

What you’ll gain: New business strategies, techniques and a holistic approach to shaping financial decisions.

Developed for:

  • Financial planning professionals, including CPAs, PFP Section members and PFS™ credential holders
  • CFP® certificate holders
  • CFA charter holders
  • Tax and estate planning attorneys
  • Insurance and risk management professionals
  • Investment advisers
  • Certified Investment Management Analysts (CIMA)
  • Other professionals providing individuals with investment, retirement and tax planning services

Explore the Advanced Personal Financial Planning Curriculum:

Full Details
Agenda
Community


NASBA Field of Study:
Computer Software & Application (CSA), Economics (E), Mangagement Advisory Services (MAS), Personal Development (PD), Specialized Knowledge (SK), Tax (T)

Continuing Education Credits Available
CPA | PFS™ | CFA | CIMA | CFP | EA

Group Sales Savings

Create learning retreats for your team!

Groups of 2-9 can receive significant savings when registering for one conference. Contact AICPA customer service team to learn more: 888.777.7077.

10+ conference registrations each year qualify for significant savings. The benefits don’t stop there! You will receive invoicing before or after the event. For more information or guidance through the registration process, contact your conference group sales representative, Corinne Alford at Corinne.Alford@aicpa-cima.com.

Exhibitor and Sponsor Opportunities

Reach tech-savvy accounting and financial professionals, ready to learn about new products and solutions to enhance their businesses at AICPA Conferences.

View Prospectus

Travel & Accommodations

MGM Grand
3799 S. Las Vegas Blvd
Las Vegas, NV 89109

DRESS CODE
Business Casual

Online Conference System Requirements

Attending Online is easy! Check the System Requirements below and install Adobe Flash if you haven't already, then visit this demo page once you're ready to check for compatibility.

NOTE: For sessions that are audio-only, you use the same player and have the experience as the above demo page, but there will be a static image in place of the video stream.

  • Adobe Flash plugin (Click on link to install) http://get.adobe.com/flashplayer/
  • Supported Browsers: Internet Explorer 8 or Higher, Firefox, Chrome, Safari
  • Computer with Speakers / Headset
  • High speed internet connection

Cancellation Policy

On-Site Conference: You may cancel without penalty if cancellation request is received up to and including 45 days prior to the start of the conference. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event.

Online Conference: You may cancel and receive a refund if cancellation request is received up to and including 15 days prior to the start of the conference. You can cancel and receive a 100% credit if your registration is canceled within 7 days of the start of the conference. Due to financial obligations incurred by the AICPA, a 60% credit will be issued for requests received up to the day prior to the start of the conference. No refunds or credits will be issued on cancellation requests received once the online conference begins.

For more information about AICPA's conference cancellation policy, contact the AICPA Service Center at 1-888-777-7077 or service@aicpa.org.