AICPA advanced personal financial planning conference

Support your clients at every life stage and become a year-round resource for your clients with the Advanced Personal Planning curriculum’s leading technical guidance from esteemed thought leaders.

Event Details

Location and date:
Las Vegas June 11-13, 2018

Jointly presented by

Chartered Professional Accountants of Canada (CPA Canada) is proud to partner with the American Institute of Certified Public Accountants (AICPA) to bring you the AICPA Advanced Personal Financial Planning Conference at AICPA Engage 2018.

Noteworthy experts. Depth of content. Exceptional learning experiences. You will find them all there.

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

CPA Canada members can take advantage of early bird pricing until May 1, 2018. Enter registration code CPACANADA at checkout and save $400 USD. After May 1, 2018, save $300 USD.

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

$1,445 USD

23 CPD hour(s)
Pricing & registration

You will learn about:

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

Who should attend?

  • financial planning professionals, CPAs
  • professionals providing investment, retirement planning services
  • investment advisors
  • 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


Please contact:

Branka Mikan, coordinator, Member Development and Support