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AICPA & CIMA advanced personal financial planning conference 2024

Become a year-round resource for your clients with the Advanced Personal Financial Planning curriculum’s leading technical guidance from esteemed thought leaders.

Jointly Presented By

Chartered Professional Accountants of Canada (CPA Canada) and the Association of International Certified Professional Accountants (AICPA & CIMA) are proud to bring you the Advanced Personal Financial Planning conference at AICPA ENGAGE 2024.

The Advanced Personal Financial Planning track delivers the latest practical information and guidance from the sharpest minds in the profession. The peer-curated agenda focuses on pertinent topics to help your clients make important financial decisions.

For AICPA Advanced Personal Financial Planning Conference 2024 hotel rates and information go here.

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 benefit from AICPA member pricing.

Register with the early access discount and save $350! Expires December 4, 2023

Topics include:

  • ETFs versus Mutual Funds
  • AI and Investments
  • Passion Assets - Wine, Auto, Collectibles, etc.
  • How to Create & Profitably Operate a Next Gen Practice
  • Podcasting Made Easy
  • Student Loan Planning/Late-State College Planning
  • Tax Planning for Cryptocurrency
  • Risk Management Strategies for Non-Traditional Families

Who should attend?

  • Financial planning professionals, including CPAs, CFP and CFA charter holders
  • Insurance and risk management professionals
  • Investment advisers
  • Tax and estate planning attorneys
  • Certified Investment Management Analysts (CIMA) professionals providing investment, retirement and tax planning services

Sherri Bulmer

Email: [email protected]