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:

• Engage 2026
  Tracks include: Personal Financial Planning | Advanced Estate Planning |Tax Strategies for the High-Income Individual
  June 8-11, 2026, Aria Resort & Casino, Las Vegas, NV
  Combine your section or credential discount with our $200 coupon to unlock up to $350 in total savings.

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

• Financial Planning for Aging Clients
  June 18, 2026, 12:30 - 1:30pm ET

• Updates to Fi360 Prudent Practices
  July 20, 2026, 1:00 - 2:00pm ET

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

• Year-End Planning 2026
  October 26, 1:00 - 3:00pm ET (registration coming soon!)

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