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Advanced Personal Financial Planning Conference Logo aicpa

  Free |   AICPA |   23 Oct 2018 |   AICPA Store

Personal has never meant so much.

Any computer can collect data. What you can offer clients is something that far exceeds a machine.

By building and expanding your consultation services, you’ll be ready to meet future client needs and expectations. And you’ll be ahead of changes in the profession that are just around the corner.

The Advanced Personal Financial Planning Conference Track focuses on making you an invaluable voice in your clients’ lives, starting today.

All Access Pass attendees can earn up to 41.5 CPE in 4 days. For more information on pricing, please visit the link below.

View pricing

Your advantage during AICPA ENGAGE:

  • Tax reform updates included in applicable sessions, as selected by leaders in the profession
  • Technical breakouts in PFP’s five core areas: Tax, retirement, estate, risk management and investments
  • Opportunities to grow your community with personal financial planning peers
  • Practical information and guidance to implement in your practice
Learn more

Continuing Education Credits Available

Last year was just the beginning. 2019 is going to be epic!

Get a taste of AICPA ENGAGE content

Help is here: curated agendas to match your goals

It's a big world of learning out there. You can spend a lot of time searching for insights that speak directly to you and your work only to come up empty-handed. Never fear! Our staff has created AICPA ENGAGE Personas designed around the most important people at the event… YOU!

Find your sessions

The AICPA ENGAGE Recommender

Find sessions that are your "perfect fit" at AICPA ENGAGE.

AICPA ENGAGE Personas have been designed for the most important people at the event...YOU! Let our AICPA ENGAGE Recommender find you the sessions that fit you best.

View recommender

Topics covered:
  • Management accounting: Business: Strategy, Foundational
  • Personal financial planning: Technical: Elder & special needs planning: Personal finance decisions, Advanced