PFP webcasts & CPE

PFP section members receive 16 hours* of complimentary CPE annually via the PFP-Section sponsored webcasts listed below.

*For your convenience, you will be auto enrolled in these free events. If you miss the auto registration, you can visit the AICPA Store and follow the check-out procedure where the zero $ price will be applied as long as you’re logged in. Your participation is optional; if you do not wish to be registered for these free webcasts in the future, please email financialplanning@aicpa.org.

Access to PFP Section sponsored webcast recordings and presentation materials is a benefit of membership. Archive PFP videos and slides are available for learning without CPE post event. Be sure to subscribe to our podcast via your favorite podcast platform. Find other financial planning courses and events here.

Be sure to login to receive your PFP/PFS member discount.

CPE events:

• From Risk to Resilience: Disaster Planning for CPA Financial Planners
  April 20, 2026, 1:00 - 2:00pm EST

• Planning for RMDs and Rollovers in a New Era
  May 11, 2026, 1:00 - 3:00pm EST (registration coming soon!)

• Launching Your Financial Planning Services
  June 8, 2026, 8:00 – 11:30 a.m. PDT
  Las Vegas, NV (included in all access pass)

• Engage 2026
  June 8-11, 2026, Aria Resort & Casino, Las Vegas, NV
  $150 PFP Section/PFS credential discount and early bird rate applies until May 11 - act now!
  *Pop up savings March 6-7 of $200 with promo code POPUP26**

• Prudent Practices
  July 20, 2026, 1:00 - 2:00pm EST (registration coming soon!)

• Education Planning Strategies
  September 22, 2026, 1:30 - 3:00pm EST (registration coming soon!)

• Year-End Planning
  October 26, 1:00 - 3:00pm EST (registration coming soon!)

If you have questions or suggestions for topics/speakers, please submit to financialplanning@aicpa.org.