Upcoming Personal Financial Planning Webcasts and Free CPE
PFP section members, inclusive of PFS credential holders, receive 8 hours of complimentary CPE via PFP-Section sponsored webcasts on an annual basis. You receive an additional 5 hours of complimentary CPE through selected self-study courses each year.
Access to the PFP Section sponsored webcasts recordings and presentation materials is a benefit of membership. All content is added to the resources section of the PFP website after the live event.
If you have questions or suggestions for topics/speakers, please submit to financialplanning@aicpa.org.
Be sure to login to receive your PFP/PFS member discount.
| Upcoming Events |
| Date/Time | Title | Registration | Free with CPE for PFP/PFS members | Free to everyone; no CPE offered | Archived in PFP Learning Library |
| May 18, 2021 1-3pm ET |
Large IRAs: Wealth Transfer Planning Strategies for Your Clients Presenter: Robert Keebler, CPA/PFS |
Earn 2 CPE credits |
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| June 21 & 29, 2021 1-3pm ET |
Education Planning for the Next Decade: Practical Success Strategies Presenter: Ross Riskin, CPA/PFS |
Earn 2 CPE credits |
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| July 12 & 19, 2021 1-3pm ET |
Financial Independence: Rethinking Retirement Presenters: Jean-Luc Bourdon, CPA/PFS and Sue Stevens, CPA/PFS |
Earn 2 CPE credits |
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| October 26 & November 1, 2021 1-3pm ET |
Year-end Tax and Financial Planning Presenter: Robert Keebler, CPA/PFS |
Registration coming soon Earn 2 CPE credits |
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