Go to Personal Financial Planning

Personal Financial Planning

AllResourcesNewsAdvocacyProfessional InsightsCPE & Learning
Conference
AICPA Personal Financial Planning Symposium
Onsite
Level: Intermediate
$1,625 - $2,200
CPE Credits:
17.5
Exam
Retirement Planning Certificate Exam
Scheduled
$145 - $229
CPE Self-study
Retirement Planning Learning
Online
Level: Intermediate
$230 - $345
Webcast
Planning for RMDs and Rollovers in a New Era
Level: Intermediate
$0 - $109
CPE Credits:
2
Webcast
2026 Spring Tax Rewind
Level: Update
$0 - $149
CPE Credits:
2
Webcast
Tax Practice Quarterly: Navigating Tax Tech Innovations in 2026
Level: Update
$0 - $149
CPE Credits:
2
Webcast
Updates to Fi360 Prudent Practices®
Level: Basic
$0 - $59
CPE Credits:
1
Webcast
2026 Summer Tax Rewind
Level: Update
$0 - $149
CPE Credits:
2
Webcast
Tax Practice Quarterly: 2026 Future-Focused Tax Practice Forum
Level: Update
$0 - $149
CPE Credits:
2
CPE Self-study
PFS Experienced CPA Education
Online
Level: Intermediate
$189 - $289
Exam
PFS Experienced CPA Assessment
Scheduled
$135 - $220
Webcast
Small Firm Success Series
Level: Basic
$0 - $59
CPE Credits:
1

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