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Personal Financial Planning

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Webcast
AICPA Town Hall Series
Level: Basic
$0 - $39
CPE Credits:
1 - 1.5
CPE Self-study
Tax Staff Essentials - S Corporation Bundle
Online
Level: Intermediate
$425 - $635
Webcast
Updates to Fi360 Prudent Practices®
Level: Basic
$0 - $59
CPE Credits:
1
Webcast
Small Firm Success Series
Level: Basic
$0 - $59
CPE Credits:
1
CPE Self-study
Transformative Skills Pack: Ethical Mindset
Online
Level: Intermediate
FREE
Webcast
Financial Planning for Aging Clients
Level: Intermediate
$0 - $85
CPE Credits:
1
Webcast
Tax Practice Quarterly: Navigating Tax Tech Innovations in 2026
Level: Update
$0 - $149
CPE Credits:
2
CPE Self-study
Estate Planning Learning
Online
Level: Intermediate
$225 - $335
Exam
Estate Planning Certificate Exam
Scheduled
$129 - $199
CPE Self-study
Estate & Trust Primer - Tax Staff Essentials
Online
Level: Basic
$135 - $195
Exam
PFS Experienced CPA Assessment
Scheduled
$135 - $220
CPE Self-study
PFS Experienced CPA Education
Online
Level: Intermediate
$189 - $289

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