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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: $156.67 - $235.00
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Publications
This guide provides a comprehensive look at what CPAs need to know about retirement planning. It covers how to effectively motivate clients to make decisions necessary to implement a successful retirement plan that meets their goals.
Formats available: eBook
Price range from: $49.00 - $59.00
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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: $69.00 - $89.00
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webcasts
In this webcast, you will learn about year-end planning strategies to help you advise your clients. We will discuss practical itemizing strategies, Section 199A planning after tax reform and more.
Dec 12, 2018, 1:00 PM - 2:45 PM ET
Field of study: Specialized Knowledge
CPE credits up to: 2.0
Price range from: $99.00 - $129.00
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Publications
The MAP eHandbook is a valuable practice management resource, offering best practice advice regarding employee compensation and benefits, staffing, disaster recovery, firm organization, and many other areas of interest to your firm.
Price range from: $149.00 - $379.00
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CPE Self-Study
Gain a fundamental understanding of the time value of money concepts, as well as the competent use of a financial calculator or time value of money software, to help your clients establish realistic financial goals.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $69.00 - $89.00
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CPE Self-Study
A comprehensive overview of the changes affecting individuals and families, as well as critical financial planning considerations and strategies.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.0
Price range from: $49.00 - $59.00
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webcasts
Attend this webcast to learn about FICA, Medicare tax and more. We will cover real-world examples, so you can advise your clients on making optimal Social Security and Medicare decisions.
Dec 18, 2018, 1:00 PM - 5:00 PM ET
Field of study: Taxes
CPE credits up to: 4.0
Price range from: $159.00 - $199.00
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CPE Self-Study
Covers the various features and issues in life insurance contracts, including term life insurance, permanent life insurance and group life insurance.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 3.5
Price range from: $69.00 - $89.00
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CPE Self-Study
A two-part course presenting four case studies that cover typical scenarios the personal financial planner may encounter.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 8.0
Price range from: $139.00 - $179.00
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Conferences
Jun 9, 2019 - Jun 13, 2019 - Las Vegas, NV
Las Vegas, NV | Jun 09-Jun 13, 2019
Price range from: $1995.00 - $2295.00
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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: $156.67 - $235.00
View details
CPE Self-Study
Covering the most significant pieces of legislation affecting your clients? health care, this course covers the Consolidated Omnibus Budget Reconciliation Act, The Health Insurance Portability and Accountability Act, and, The Patient Protection and Affordable Care Act.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 4.0
Price range from: $69.00 - $89.00
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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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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: Online, Online + Exam, Exam
CPE credits up to: 18.5
Price range from: $149.00 - $669.00
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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: $160.00 - $240.00
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CPE Self-Study
Covers professional standards and ethics as required by the AICPA.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $69.00 - $89.00
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CPE Self-Study
Covering important principles in the risk management process and the professional environment, this CPE course will help you to educate your clients about the principles of risk and insurance, so your clients have the knowledge they need to make reasoned decisions about the types and amount of insurance to purchase.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.0
Price range from: $69.00 - $89.00
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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
This two-part course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal financial planner may be working with, as well as the integration of the investment plan with the other areas of personal financial planning.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.0
Price range from: $69.00 - $89.00
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CPE Self-Study
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future.
Field of study: Taxes
Formats available: Text, Online
CPE credits up to: 5.5
Price range from: $89.00 - $129.00
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