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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: $78.33–$235.00
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CPE Self-Study
An informative and engaging learning experience that will enhance your knowledge of personal financial planning. Learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 14.5
Price range from: $399.00–$499.00
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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: $78.33–$235.00
View details
CPE Self-Study
Part of the Personal Financial Planning Estate Planning Certificate, this CPE course will provide you with a broad awareness of the foundational concepts of estate planning so you can be an effective advocate for your clients.
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
Help protect your clients and your organization from cyber threats with this self-study CPE course that covers the key concepts related to cybersecurity and digital transformation.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 1.0
Price range from: $59.00–$69.00
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CPE Self-Study
Gain insight into taxation and income tax planning and the interrelationship between income tax and estate tax, which provides numerous personal financial planning opportunities.
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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Conferences
Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV
Las Vegas, NV | June 9–13, 2019
Price range from: $1,995.00–$2,295.00
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CPE Self-Study
Understand the ancillary documents necessary to support the estate plan and the client, including a durable power of attorney, the durable power of attorney for health care, and a living will.
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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Conferences
Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV
Las Vegas, NV | June 9–13, 2019
Price range from: $1,995.00–$2,295.00
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CPE Self-Study
Covers the types of attacks and attackers, the cybersecurity landscape and the security mindset.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 1.5
Price range from: $59.00–$69.00
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webcasts
Join this webcast to dive into lessons learned from this tax season and get the latest tips on how to advise your clients.
May 13, 2019, 1pm–3pm ET
Field of study: Specialized Knowledge
CPE credits up to: 2.0
Price range from: $99.00–$129.00
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Section Memberships
For CPAs with tax practices who want the tools, technologies and peer interaction that lead to enhanced service delivery. Over 25,000 CPAs have already joined the AICPA's popular Tax Section. The Section keeps members up-to-date on tax legislative and regulatory developments.
Price range from: $80.00–$240.00
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CPE Self-Study
Gain knowledge of charitable transfers, charitable trusts, and other charitable planning vehicles applicable to estate and gift planning.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 3.0
Price range from: $79.00–$99.00
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CPE Self-Study
Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries, and learn how to prepare federal Form 1041 and the accompanying schedules.
Field of study: Taxes
Formats available: Text
CPE credits up to: 8.0
Price range from: $169.00–$209.00
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CPE Self-Study
Covers the financial and operational implications of investing in cybersecurity.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 2.5
Price range from: $99.00–$129.00
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CPE Self-Study
Explores state-of-the-art planning ideas and tax-saving strategies to keep more of your clients' money in their pockets.
Field of study: Taxes
Formats available: Online
CPE credits up to: 4.5
Price range from: $89.00–$109.00
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CPE Self-Study
In this four-part narrated PowerPoint presentation, Tom Tillery will discuss contributions to, and distributions from, various types of retirement plans, enabling you to better review your client's existing estate plan or create an estate plan, which may be even more critical than the assets themselves.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 4.0
Price range from: $79.00–$99.00
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Section Memberships
Registration for Upcoming PFS credential exams.
Price range from: $100.00–$500.00
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CPE Self-Study
A three-part course offering strategies applicable to investment planning that illustrates how the Investment Policy Statement (IPS) guides the planner and client through the investment process.
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
Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.
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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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: $69.00–$89.00
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