AICPA advanced personal financial planning conference

CPA Canada is proud to partner with AICPA for the leading technical conference for financial planning professionals. Noteworthy experts. Depth of content. Exceptional learning experiences. You’ll find it all here.

Event Details

Jointly Presented By:

CPA Canada and the American Institute of CPAs (AICPA) are proud to bring you the AICPA Advanced Personal Financial Planning Conference at AICPA ENGAGE 2017.

Location and date:
Las Vegas June 12-15, 2017

Raise your expectations. Year after year, attendees of the AICPA Advanced Personal Financial Planning Conference overwhelmingly give top marks for the quality of speakers, depth of content and overall experience.

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

Come early, attend the optional workshop and learn how to build and grow your personal financial planning business.

Can’t make it to Las Vegas? Sessions can be streamed in real time to your PC. Save on travel and select what suits your professional development needs while earning the same CPD credits.

Special offers/promotions

Special pricing for CPA Canada members. Use promo code CPACANADA at check out.

Additional options and pricing may be available. See pricing and registration for more details.


23 CPD hour(s)
Pricing & registration

You will learn about:

  • wealth management
  • retirement planning
  • investment management
  • practice management and technology
  • insurance and risk management

Who should attend?

  • financial planning professionals, CPAs
  • professionals providing investment, retirement planning services
  • investment advisors
  • CFA charter holders
  • insurance and risk management professionals

More Details:

Venue[s] and Accommodation[s]


Las Vegas - MGM Grand
3799 S Las Vegas Blvd, Las Vegas, Nevada 89109

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Please contact:

Member Development and Support
Tel: 1-800-268-3793