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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.
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 2019.
Noteworthy experts. Depth of content. Exceptional learning experiences. 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.
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.
CPA Canada members benefit from AICPA member pricing.
Additional options and pricing may be available. See pricing and registration for more details.
Las Vegas - MGM Grand
3799 S Las Vegas Blvd, Las Vegas, Nevada 89109
May 22, 2019
Explore important emerging technologies in accounting, business and finance at this must-attend conference for senior leaders. Connect with peers, experts and pioneers on best-fit technology solutions for your clients or organization.
Get practical fingertip access to the myriad of facts, figures, definitions, strategies and general information required to do a financial plan today.
The Personal Tax Planner Guide helps keep new and prospective clients informed of pertinent tax planning strategies for the current tax year.
Member Development and Support
This event has multiple dates and locations. See event details for more information.
Join this hackathon and challenge yourself to harness data and technology to disrupt traditional financial analysis. Gather with diverse and innovative professionals and students. Work in teams and win cash for creative ideas.
September 23, 2019
Canada’s dynamic, must-attend CPA event of the year is heading to Montréal with the theme of innovation for sustainability.
September 10, 2019
Learn about global digital reporting developments and how investors, lenders, and regulators are leveraging technology and interactive data to access and analyze financial information for investment decision-making.