PFP webcasts & CPE

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

⚠️ Important: CPE certificates are emailed after webcast attendance is verified. If you do not receive your certificate, please check your spam or junk folder. If it is still missing, contact us at financialplanning@aicpa.org.

*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:

• Year-End Planning
  Rebroadcast: November 3, 2026, 1:00 - 3:00pm ET

• Income Tax Planning
  December 7, 2026, 1:00 - 2:00pm ET (Registration opens soon)

• PFP Symposium
  January 25-27, 2027 / Nashville, TN

• Estate Planning
  February 16, 2027, 2:00 - 3:00pm ET (Registration details coming soon)

• From Trusted Advisor to Trusted Voice: Social Media for the Modern CPA
  March 9, 2027, 1:00 - 2:00pm ET (Registration details coming soon)

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