Nonmembers
$2,125.00
AICPA Members
$1,675.00
CIMA Members
$1,675.00
PFP Section Members
$1,525.00
Tax Section Members
$1,525.00
PFS Credential Holders
$1,525.00
AICPA & CIMA Personal Financial Planning Symposium
Personal Financial Planning
Conference
AICPA & CIMA Personal Financial Planning Symposium
Join the 2026 PFP Symposium, an exclusive gathering of top CPA financial planners and other financial planning professionals. Dive deep into estate, tax, and retirement strategies while engaging in high-level discussions. Led by experts for experts, it is insightful, interactive, and practice-changing!
$1,525 - $2,125
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Date
Jan 21 - Jan 23, 2026
Location
San Diego, California
NASBA Field of Study
Specialized Knowledge
CPE Credits
17.5
Product Number
PFPS26
View
Business & partner
Conference Details
Early Bird Savings
Register early and save $150! Early bird pricing expires November 17, 2025. Early bird savings will appear in your shopping cart.
An expansion of our successful PFP Summit event, the 2026 PFP Symposium is where top CPA financial planners and other professional financial planners gather to elevate their expertise. Join industry thought leaders for deep discussions on both advanced technical and insightful soft topics. Explore the latest strategies to solve your client's challenging issues and beyond — navigating leadership, succession, client relationships, business growth, and work-life balance.
Engage in interactive sessions, gain insights from experts, and connect with peers who are shaping the future of financial planning. Whether you’re looking to refine your practice, expand your network, or explore emerging trends, this event delivers the tools and inspiration you need.
From dynamic discussions to networking over meals and receptions, the PFP Symposium is more than a conference—it’s an immersive experience designed to help you thrive in today’s evolving financial landscape.
Who should attend:
- Current and future firm leaders and decision-makers
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment or risk management planning services
Exhibit & Sponsor Opportunities
Exhibitors and sponsors have the opportunity to make solid contacts, build long-lasting relationships and generate qualified sales leads with financial planning leaders.
Contact us at SPEXevents@hq.cpa.com
Location
San Diego, California
Loews Coronado Bay Resort, San Diego, California
Credit Info
CPE Credits
Onsite
17.5
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of tax compliance and planning concepts
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Onsite
Jan 21, 2026-Jan 23, 2026
$1,525.00 - $2,125.00
Looking for group pricing?
We can help with group discounts. Email groupconference@aicpa-cima.com
US customers call 1-800-634-6780 (option 2)
Accessibility
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.
Ratings and reviews
System Requirements
View our system requirements here
Cancellation Policy
View our Cancellation policy here