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Section Memberships
The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.
Price range from: $179.00
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Conferences
July 20, 2020 - July 24, 2020 - Live Online - Bring the greatest value to your clients with three days of cutting-edge best practices and technical strategies from esteemed thought leaders in personal financial planning. Learn how to capitalize on planning opportunities and deepen client relationships in retirement, risk management and investments.
| July 20–24, 2020
Price range from: $1,145.00–$1,545.00
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CPE Self-Study
Examine the implications, success and failure factors in blockchain driven investment options in this self-study course.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 7.5
Price range from: $249.00–$319.00
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webcasts
If you are looking to manage privacy best practices for your organization or for your client, this webcast provides the essential framework for you!
June 25, 2020, 1pm–2:30pm ET
Field of study: Information Technology
CPE credits up to: 1.5
Price range from: $79.00–$99.00
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Section Memberships
The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.
Price range from: $179.00
View details
Conferences
Nov 16 - Nov 17, 2020 - Washington, DC - When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined. The AICPA Sophisticated Tax Planning for Your Wealthy Clients event brings together ideas and tips that will help you strategize better 2020 results for your clients.
Washington, DC | Nov. 16–17, 2020
Price range from: $1,105.00–$1,505.00
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CPE Self-Study
Part of the Personal Financial Planning Certificate Program, this certificate program includes eight courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education.
Field of study: Specialized Knowledge
Formats available: Exam, Online, Online + Exam
CPE credits up to: 19.5
Price range from: $149.00–$669.00
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Conferences
July 20, 2020 - July 24, 2020 - Live Online - Designed to specifically address real-time shifts and changes in today's tax code, this comprehensive conference provides you with unrivaled insights and analyses by the most respected specialists in the tax planning category.
| July 20–24, 2020
Price range from: $1,145.00–$1,545.00
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webcasts
What provision of the SECURE Act do you think will have the biggest impact on your clients? planning and/or your practice? During this webcast we will review the the details and implications of the SECURE Act so you can help your clients understand the change and advise them accordingly.
June 24, 2020, 3:30pm–5pm ET
Field of study: Specialized Knowledge
CPE credits up to: 1.5
Price range from: $79.00–$99.00
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webcasts
The SECURE Act is the first major legislation to revamp retirement plans in over a decade. Learn the provisions and planning strategies to help your clients avoid unintended tax consequences on their estate and retirement plans.
June 17, 2020, 1pm–3pm ET
Field of study: Taxes
CPE credits up to: 2.0
Price range from: $99.00–$119.00
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CPE Self-Study
The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as including the new Statement on Standards in PFP Services.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 25.5
Price range from: $599.00–$749.00
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CPE Self-Study
Covers key cybersecurity policies, controls, and procedures as part of a cybersecurity risk management program.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 1.5
Price range from: $55.00–$65.00
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Section Memberships
Tax Section membership keeps CPA tax practitioners like you ahead of trends in your specialization and provides guidance to elevate both your practice and professional development. It's a strategic advantage in demonstrating your value as a trusted provider of professional tax and planning services.
Price range from: $179.00
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CPE Self-Study
Learn to educate your clients about the principles of risk and insurance.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.0
Price range from: $79.00–$99.00
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CPE Self-Study
Written by an expert author, this session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 5.0
Price range from: $125.00–$155.00
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Conferences
October 28-29, 2020. Tax compliance services are not enough for clients who have an incomplete understanding of their personal financial situation and are seeking advice on topics like cash flow planning, retirement planning, tax planning, education planning, issues with risk management, and more.
Dexter, MI | Oct. 28–29, 2020
Field of study: Business Management and Organization
Price range from: $1,095.00–$1,395.00
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CPE Self-Study
Covers SSPFPS-No.1 and the laws that govern the securities industry, the regulatory landscape, and the fiduciary duty of the financial planner.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $79.00–$99.00
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CPE Self-Study
Lays out market trends in digital transformation and their impact on cybersecurity.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 1.5
Price range from: $65.00–$75.00
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Publications
This guide is designed to aid tax advisers and researchers in developing their research skills. The book employs a systematic approach to tax problems based on essential research procedures. It provides specific examples of how to use research techniques effectively in both tax compliance and tax planning engagements, with an emphasis on communicating findings to clients.
Formats available: eBook, Paperback
Price range from: $70.00–$90.00
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CPE Self-Study
Covers charitable transfers, charitable trusts and charitable planning vehicles applicable to estate and gift planning.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.5
Price range from: $79.00–$99.00
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CPE Self-Study
Learn how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $79.00–$99.00
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