MEMBERSHIP & CREDENTIALS
- AICPA Personal Financial Planning Membership Section
Whether you practice in tax, estate, retirement, investment or risk management planning, the PFP Section will broaden your technical expertise, improve your professional competence and help you deliver high-quality, profitable PFP services. Members receive essential information to stay up-to-date on critical PFP issues and guidance on performing proficient PFP services, as well as valuable practice management tools such as sample forms, reports, exhibits and checklists.
- AICPA Advanced Estate Planning Conference
July 20-22, 2015
Salt Lake City, UT
Recommended CPE Credit: 26 (main); TBD (workshops)
Attend the conference that provides technical training on all current aspects of estate, gift and inheritance planning.
- 2016 Advanced Personal Financial Planning Conference
January 18-20, 2016
Las Vegas, NV
Recommended CPE Credit: 23
This conference is imperative for financial planning professionals. This conference will provide you with strategies and cutting-edge information and guidance on the following topics: Investment Management, Practice Management, Wealth Management and Eldercare/Retirement.