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AICPA Online Advanced Personal Financial Planning Conference

Type: Audio Webcast
Date: January 19, 2015
Time: 11:00 AM - 08:00 PM ET
Recommended CPE Credit: 23
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PFPYour clients are looking for financial guidance in a world of complexity and uncertainty. Take important steps to deepen client relationships by gaining knowledge of cutting-edge strategies, innovative ideas, best practices and key updates during the 2015 Advanced Personal Financial Planning Conference.

Over the course of three intensive days, you will have access to thought leaders who will offer tax and economic insights, new planning ideas, a clear understanding of the global environment and market outlook, plus much more. Learn how to maximize your opportunities and bring the greatest value to your clients - in one advanced, all-encompassing conference.

5 Tracks for Focused Learning
Discover critical insights and high-level guidance, directly from the experts, on how to address your clients' needs. With a track that suits your interests, you'l gain valuable technical knowledge and the know-how for immediate implementation in your practice.

New for 2015! Insurance and Risk Management
Explore a range of topics to protect your clients' wealth and secure your business.  Learn more about long term care, P&C and life insurance strategies, as well as prenuptial agreements, cyber security and building trust online.

Wealth Management and Tax
Enhance and refine your client tax, planning and financial services. Sessions offer innovative strategies in income tax, sophisticated estate planning for high-wealth and mass affluent clients, NING/DING trusts and asset location as well as key tax updates.  Learn to grow family business wealth, plan for philanthropy and advise US citizens abroad.

Retirement/Elder Planning
Gain new insights to advise your clients and maximize their retirement income.  Learn proven strategies for tax-preferred retirement savings, target replacement rates, safe withdraw rates and annuities. Engage clients with insights about inheritance issues, predictors of life satisfaction, and longevity risk in retirement.  Explore key opportunities in the Affordable Care Act, Medicare and Social Security.

Investment Management
Maximize key asset management strategies to better serve your clients.  Innovative approaches to tax-efficient investing, asset allocation, hedge funds, and fixed income are offered. Learn about advanced concepts in due diligence structures and trends with ETFs and screening - investment manager evaluations, as well as Smart Beta, indexes, and PIMCO hot topics.

Practice Management and Technology
Engage in sessions to explore new ideas you can use now, to benefit your practice or business.  Learn best practices in business development, practice valuation, communicating with clients, managing a new generation of employees and compensation strategies. Utilize new technology and launch a mobile office.

Who Should Attend

  • Financial planning professionals, including CPAs, AICPA Personal Financial Planning (PFP) Section members, and PFS™ credential holders
  • CFP® certificants
  • CFA charter holders
  • Tax and estate planning attorneys
  • Insurance and risk management professionals
  • Investment Advisors (IA)
  • Certified Investment Management Analysts (CIMA®)
  • Other professionals providing individuals with investment, retirement and tax planning services

Download Brochure

Tax, PFP Section Members or PFS Credential Holders save an additional $100.00: When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or

Find out more information on the Tax Section or PFP Section.

Not convinced that online attendance is the right choice? You can still attend the conference on-site, which remains the most popular way for most attendees.

Benefits of attending in-person include better networking opportunities, and the opportunity to get away from your daily routine to deep-dive into the material. Visit the on-site conference page for more information and to register.

If you are interested in exhibiting at this or other AICPA Conferences – please email

How to Attend this Webcast
Access information will be included in the order confirmation email.

AICPA Online Advanced Personal Financial Planning Conference
Single Registration
Audio Webcast
Early Bird
(Register by 12/05/14)
Product# PFP15ONLINE
Availability: Online Access
Live Webcast
AICPA Member:$1000.00
Your Price:$1300.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.