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Personal Financial Planning & CPA/PFS Webcasts

2 months ago · 1 min read

UPDATE! Additional 5 hours of CPE included with your membership

We are excited to announce that you now have access to 5 additional hours of self-study CPE included annually with your PFP/PFS membership fee. The following CPE courses are available with your membership through the end of 2021:

PFP section members, inclusive of PFS credential holders, receive 4 complimentary CPE-accredited PFP-Section sponsored webcasts on an annual basis as indicated below, including instructions on how to redeem.

Access to the PFP Section sponsored event 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.

PFP/PFS members may purchase CPE for other PFP-Section sponsored events for a discounted fee. If you attend many webcasts for CPE, save more and get unlimited access to these and 500+ webcasts with the AICPA Annual Webcast Pass. PFP/PFS members receive additional savings off the discounted AICPA member price.

If you have a suggestion for topics/speakers, please submit to financialplanning@aicpa.org.

Click here to see all of the upcoming PFP events or click the specific link below to register. Note: all events are discounted to PFP/PFS members unless otherwise noted.

January 21, 2021, 1-3pm ET
2021 Best Ideas for You, Your Clients, and Your Business (Free with CPE for PFP/PFS members)
Panel: Lyle Benson, Sue Stevens, Michael Goodman, Scott Sprinkle

February 16 & 23, 2021, 1-3pm ET
The latest and greatest with Roth conversion planning (Earn 2 CPE credits)
Presenter: Robert Keebler, CPA/PFS

March 16, 2021, 1-3pm ET
Financial Advice in the Age of COIVD (Earn 2 CPE credits)
Presenter: Carolyn McClanahan

May 25, 2021, 1-3pm ET (Registration coming soon)
Estate planning with large IRAs (Free with CPE for PFP/PFS members)
Presenter: Robert Keebler, CPA/PFS

To redeem your 4 complimentary CPE events:

  1. Register for any or all of the four PFP Section-sponsored webcasts with complimentary CPE (up to 8 hours of CPE credit). Note that the specific events available with complimentary CPE are listed above.

  2. Add the event to the shopping cart and proceed with the order process. Don't forget to login to AICPA store with your AICPA username and password. If you encounter any problems registering, contact the AICPA Member Service Hotline if you at service@aicpa.org or 888.777.7077.

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