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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: $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: $235.00
View details
Section Memberships
Registration for Upcoming PFS credential exams.
Price range from: $100.00–$500.00
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CPE Self-Study
Understand the impact of the law, including new IRS reporting requirements for firms.
Field of study: Taxes
Formats available: Online, Text
CPE credits up to: 5.5
Price range from: $99.00–$139.00
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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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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: $240.00
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webcasts
Tax practitioners and financial professionals alike need to keep their knowledge and skills sharp to understand the latest in tax policy changes. Join us for this practical webcast as we review the latest updates in tax and learn how you can better advise your clients with the latest tax saving strategies.
Aug. 13, 2019, 1pm–2:45pm ET
Field of study: Taxes
CPE credits up to: 2.0
Price range from: $99.00–$129.00
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CPE Self-Study
Learn the correct application of estate planning and gift strategies that can greatly enhance the client's personal financial plan.
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
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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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: $79.00–$99.00
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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
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: $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.
Field of study: Taxes
Formats available: Text
CPE credits up to: 8.5
Price range from: $169.00–$209.00
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CPE Self-Study
Learn about advanced estate planning strategies and the various types of generational skipping transfers, so you can provide reasoned recommendations to 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
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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Publications
This calendar scheduling tool serves as a virtual firm administrator, helping practitioners efficiently manage monthly, quarterly and annual administrative duties.
Formats available: On-Demand
Price range from: $249.00–$319.00
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CPE Self-Study
A true specialty for the personal financial planner, this CPE course explores the many compensation options available to executives and how these options can impact their personal financial plan.
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
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
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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CPE Self-Study
Covering the legal elements of the insurance policy as well as other agreements in the personal financial planning engagement, this two-part course includes insurance needs analysis, elements of insurance policies and legal requirement of insurance contracts.
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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