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Personal Financial Planning

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Webcast
Small Firm Success Series
Level: Basic
$0 - $59
CPE Credits:
1
Webcast
AICPA Town Hall Series
Level: Basic
$0 - $39
CPE Credits:
1
CPE Self-study
Transformative Skills Pack: Ethical Mindset
Online
Level: Intermediate
FREE
Exam
PFS Experienced CPA Assessment
Scheduled
$135 - $220
Webcast
Social Security Strategy for Planners
Level: Intermediate
$89 - $109
CPE Credits:
2
CPE Self-study
PFS Experienced CPA Education
Online
Level: Intermediate
$189 - $289
Conference
AICPA Personal Financial Planning Symposium
Onsite
Level: Intermediate
$1,625 - $2,200
CPE Credits:
17.5
Webcast
Tax Practice Quarterly: 2027 Busy Season Readiness
Level: Intermediate
$0 - $109
CPE Credits:
2
CPE Self-study
Estate Planning Learning
Online
Level: Intermediate
$225 - $335
Exam
Estate Planning Certificate Exam
Scheduled
$129 - $199
Webcast
2027 Winter Tax Rewind
Level: Update
$0 - $109
CPE Credits:
2
Webcast
Tax Practice Quarterly: Navigating Technology for Tax Practitioners in 2027
Level: Intermediate
$0 - $109
CPE Credits:
2

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