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Personal Financial Planning

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Webcast
2026 Winter Tax Rewind
Level: Update
CPE Credits:
2
Webcast
Advising clients on long-term care strategies
Level: Intermediate
$0 - $85
CPE Credits:
1.5
Webcast
2026 Spring 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
Webcast
Tax Practice Quarterly: Navigating Tax Tech Innovations in 2026
Level: Update
$0 - $149
CPE Credits:
2
Webcast
2026 Summer Tax Rewind
Level: Update
$0 - $149
CPE Credits:
2
CPE Self-study
Transformative Skills Pack: Ethical Mindset
Online
Level: Intermediate
FREE
CPE Self-study
Incapacity and Postmortem Estate Planning
Online
Level: Intermediate
$0 - $70
Webcast
Small Firm Success Series
Level: Basic
$0 - $59
CPE Credits:
1
CPE Self-study
Risk Management and Insurance Planning Learning
Online
Level: Intermediate
$229 - $345
Exam
Risk Management and Insurance Planning Certificate Exam
Scheduled
$145 - $229
CPE Self-study
Education Planning
Online
Level: Intermediate
$45 - $75
CPE Self-study
Retirement Planning Learning
Online
Level: Intermediate
$230 - $345
Webcast
Navigating International Financial Planning: Cross Border Case Study for U.S. Expatriates
Level: Intermediate
$0 - $59
CPE Credits:
1
Exam
Retirement Planning Certificate Exam
Scheduled
$145 - $229
Exam
Estate Planning Certificate Exam
Scheduled
$129 - $199
CPE Self-study
Estate Planning Learning
Online
Level: Intermediate
$225 - $335
Exam
PFS Experienced CPA Assessment
Scheduled
$135 - $220
CPE Self-study
PFP Practical Applications Certificate Program
Online
Level: Intermediate
$189 - $289
CPE Self-study
Estate & Trust Primer - Tax Staff Essentials
Online
Level: Basic
$135 - $195
CPE Self-study
Fundamentals of Personal Financial Planning
Online
Level: Basic
$109 - $169
CPE Self-study
Investment Planning Learning
Online
Level: Intermediate
$135 - $205
CPE Self-study
PFS Experienced CPA Education
Online
Level: Intermediate
$189 - $289
Exam
Investment Planning Certificate Exam
Scheduled
$124 - $195
CPE Self-study
Tax Staff Essentials - S Corporation Bundle
Online
Level: Intermediate
$425 - $635
CPE Self-study
PFP Standards and Responsibilities
Online
Level: Intermediate
$63.20 - $99
CPE Self-study
The Retirement Planning Process
Online
Level: Intermediate
$0 - $70
CPE Self-study
Risk Management/Employee and Business-Owner Planning
Online
Level: Basic
$39 - $59
CPE Self-study
Personal Financial Planning Process
Online
Level: Intermediate
$69 - $105
CPE Self-study
Cash Management Strategies
Online
Level: Intermediate
$63.20 - $99
CPE Self-study
Advanced Tax Planning S Corporations - Tax Staff Essentials
Online
Level: Advanced
$185 - $275
CPE Self-study
PFP Regulatory and Fiduciary Landscape
Online
Level: Intermediate
$63.20 - $99
CPE Self-study
S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials
Online
Level: Basic
$250 - $355
CPE Self-study
Governmental and Employer Retirement Plans Process
Online
Level: Intermediate
$50 - $79
Green sustainability plant growth
Tax & PFP competency and compliance learning
Oct 08, 2025
Bundle
H.R. 1 MasterClass Series Bundle
$0 - $119.20
Discount: 
20% off
No. of Products: 6
CPE Credits:
15
Bundle
H.R. 1 PFP MasterClass Series
$0 - $88.50
Discount: 
25% off
No. of Products: 3
CPE Credits:
7
Conference
AICPA & CIMA ENGAGE
Onsite
$2,195 - $2,695
CPE Credits:
42
Bundle
Retirement Planning Certificate
$0 - $441.75
Discount: 
25% off
No. of Products: 2
CPE Credits:
12
Bundle
Tax Essentials & Retirement planning
$0 - $500.65
Discount: 
15% off
No. of Products: 2
CPE Credits:
56.5
Bundle
Risk Management and Insurance Planning Certificate
$0 - $171.75
Discount: 
25% off
No. of Products: 2
CPE Credits:
12.5
Bundle
Estate Planning Certificate
$0 - $441.75
Discount: 
25% off
No. of Products: 2
CPE Credits:
10.5
Bundle
PFS Experienced Path Pre-Work Bundle
$0 - $94.05
Discount: 
5% off
No. of Products: 5
CPE Credits:
6

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