Go to Personal Financial Planning

Personal Financial Planning

AllResourcesNewsAdvocacyProfessional InsightsCPE & Learning
CPE Self-study
Transformative Skills Pack: Ethical Mindset
Online
Level: Intermediate
FREE
Webcast
AICPA Town Hall Series
Level: Basic
$0 - $39
CPE Credits:
1 - 1.5
Webcast
Small Firm Success Series
Level: Basic
$0 - $59
CPE Credits:
1
CPE Self-study
Estate Planning Learning
Online
Level: Intermediate
$225 - $335
Webcast
Financial Planning for Aging Clients
Level: Intermediate
$0 - $85
CPE Credits:
1
Webcast
Updates to Fi360 Prudent Practices®
Level: Basic
$0 - $59
CPE Credits:
1
Webcast
Tax Practice Quarterly: Navigating Tax Tech Innovations in 2026
Level: Update
$0 - $149
CPE Credits:
2
Webcast
Tax Practice Quarterly: Navigating Technology for Tax Practitioners in 2027
Level: Intermediate
$0 - $109
CPE Credits:
2
Webcast
Tax Practice Quarterly: 2026 Future-Focused Tax Practice Forum
Level: Update
$0 - $149
CPE Credits:
2
Webcast
2026 Summer Tax Rewind
Level: Update
$0 - $149
CPE Credits:
2
CPE Self-study
Investment Planning Learning
Online
Level: Intermediate
$135 - $205
CPE Self-study
PFP Practical Applications Certificate Program
Online
Level: Intermediate
$189 - $289

This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

About|Terms & Conditions|Accessibility|Privacy Policy|Contact|Help|Site Map

CA Do Not Sell or Share My Personal Information