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
Webcast
Updates to Fi360 Prudent Practices®
Level: Basic
$0 - $59
CPE Credits:
1
CPE Self-study
PFP Practical Applications Certificate Program
Online
Level: Intermediate
$189 - $289
CPE Self-study
PFS Experienced CPA Education
Online
Level: Intermediate
$189 - $289
CPE Self-study
Personal Financial Planning Process
Online
Level: Intermediate
$69 - $105
CPE Self-study
PFP Standards and Responsibilities
Online
Level: Intermediate
$63.20 - $99
CPE Self-study
Cash Management Strategies
Online
Level: Intermediate
$63.20 - $99
CPE Self-study
PFP Regulatory and Fiduciary Landscape
Online
Level: Intermediate
$63.20 - $99
Light trails on road against night sky
Advising clients on long-term care strategies
Feb 24, 2026
AICPA
two elderly women laughing while waiting at the train station
Creating Tax-Smart Retirement Income Plans
Jan 30, 2026
AICPA

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