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. Access all PFP videos and podcasts 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 (Archived events can be accessed without CPE)
Archive : Best ideas for you, your business, and your clients
January 21st & February 9th with Lyle Benson, Michael Goodman, Scott Sprinkle, and Sue StevensArchive: Social Security & Medicare: Maximizing Retirement Benefits
April 20th & 26th, 1:00 to 3:00 pm ET with Ted Sarenski, CPA/PFSArchive: Financial Independence: Rethinking Retirement
July 12th & 19th, 1:00 to 3:00pm with Jean-Luc Bourdon, CPA/PFS and Sue Stevens, CPA/PFSThe best year-end planning strategies in today's uncertain environment
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/PFSArchive: Financial advice in the age of COVID
Original air dates – March 16th & 23rd with Carolyn McClanahan, MDArchive: Large IRAs: Wealth Transfer Planning Strategies for Your Clients
Original air dates – May 10th & 18th with Bob Keebler, CPA/PFSArchive: Getting Ahead of the Biden Administration’s Tax Proposals
Original air date – June 14th with Bob Keebler, CPA/PFSArchive: Education Planning for the Next Decade: Practical Success Strategies
Original air date – June 21st & 29th with Ross Riskin, CPA/PFSArchive: Estimating the end of retirement
Original air date – August 17 with David Blanchett, PhDCharitable Giving Techniques: (archive coming soon)
Original air date – September 20th with Ted Batson, Jr.Planning for the 99% in 2021
October 18th, 1:00 to 2:30 pm ET with Steve SiegelHow to use your client’s tax return to provide valuable financial advice (registration forthcoming)
November 8th, 1:00 to 3:00 pm ET with Carolyn Larsen-Wieber, Chris Benson, Tim ToddGrow your practice beyond taxes with value added financial planning (registration forthcoming)
December 6th, 1:00 to 3:00 pm ET with Carolyn Larsen-Wieber, Chris Benson, Tim Todd
Other financial planning events and courses