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Personal Financial Planning

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CPE Self-study
Estate & Trust Primer - Tax Staff Essentials
Online
Level: Basic
$115 - $169
Webcast
AICPA Town Hall Series
Level: Basic
$0 - $39
CPE Credits:
1 - 1.5
Webcast
Financial Planning for Aging Clients
Level: Intermediate
$0 - $85
CPE Credits:
1
Webcast
Small Firm Success Series
Level: Basic
$0 - $59
CPE Credits:
1
Conference
AICPA & CIMA ENGAGE
Onsite
$2,195 - $2,695
CPE Credits:
42
CPE Self-study
Transformative Skills Pack: Ethical Mindset
Online
Level: Intermediate
FREE
CPE Self-study
The Retirement Planning Process
Online
Level: Intermediate
$0 - $70
CPE Self-study
Incapacity and Postmortem Estate Planning
Online
Level: Intermediate
$0 - $70
CPE Self-study
S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials
Online
Level: Basic
$165 - $245
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
CPE Self-study
Advanced Tax Planning S Corporations - Tax Staff Essentials
Online
Level: Advanced
$185 - $275

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