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Support your clients at every life stage and become a year-round resource for your clients with the Advanced Personal Financial Planning conference 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 2020.
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 will be ready to meet future client needs and expectations. You will be ahead of changes in the profession that are just around the corner.
The Advanced Personal Financial Planning Conference focuses on making you an invaluable voice in your client’s lives, starting today.
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.
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Earn the Certified in Financial Forensics (CFF) credential and take your forensic accounting knowledge to the next level.
Become a member of the AICPA Forensic and Valuation Services section and enjoy access to essential tools and resources to take your work to the next level.
Get practical fingertip access to the myriad of facts, figures, definitions, strategies and general information required to do a financial plan today.
Branka Mikan, Member Development and Support
Canada’s accounting and auditing standards boards have a lot going on. Make sure you stay up to date on changes and get involved in standards development through the boards’ webinars and events.
February 10, 2020
Financial sustainability and digital disruption are influencing the future of NFPs. Be equipped to lead through complex change by attending Canada’s premiere event for not-for-profit leaders.
May 25, 2020
Explore new technologies that are revolutionizing accounting and finance. Find out how you can take advantage of best-fit digital solutions and emerging business trends to work smarter, ignite growth and keep innovating.