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.
2021 webcasts with free CPE
Archive : Best ideas for you, your business, and your clients
Past event that you can access without CPE
Original air dates - January 21st & February 9th with Lyle Benson, Michael Goodman, Scott Sprinkle, and Sue StevensSocial Security & Medicare: Maximizing Retirement Benefits
April 20th & 26th, 1:00 to 3:00 pm ET with Ted Sarenski, CPA/PFSJuly webcast TBD
Year-end tax and financial planning
October 26th & November 1st, 1:00 to 3:00 pm ET with Bob Keebler, CPA/PFS
2021 self-study with free CPE
2021 webcasts with discounted CPE
Archive : The latest and greatest with Roth conversion planning
Past event that you can access without CPE
Original air dates – February 16th & 23rd with Bob Keebler, CPA/PFSFinancial advice in the age of COVID (archive coming soon)
Original air dates – March 16th & 23rd with Carolyn McClanahan, MDLarge IRAs: Wealth Transfer Planning Strategies for Your Clients
May 10th & 18th, 1:00 to 3:00 pm with Bob Keebler, CPA/PFSEducation Planning for the Next Decade: Practical Success Strategies
June 21st & 29th, 1:00 to 3:00 pm ET with Ross Riskin, CPA/PFSAugust, September, November, and December events TBD
Other financial planning events and courses