Personal financial planning section membership

Become a member of AICPA’s Personal Financial Planning section and gain access to essential resources, advocacy and guidance you can count on to advance your practice.

Event Details

Location and date:
Online On-Demand Event

The American Institute of Certified Public Accountants (AICPA) is offering access to the Personal Financial Planning (PFP) Section, a premier membership program to help you broaden your technical expertise, improve your professional competence and receive resources that will help you deliver high-quality personal financial planning services to your clients. This is now available to CPA Canada members.

Become an AICPA member today to also reap the benefits of exclusive content, essential resources and networking opportunities that will help you maximize the profitability of your financial planning practice.

Recap

If you are a CPA/PFS Credential holder, you already have access to PFP Section benefits. Start enjoying them today.

Special offers/promotions

Join today and save $50. Use promotion code PXG11 at checkout.

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



$215.00
Pricing & registration

You will learn about:

Who should attend?

CPAs who provide personal financial planning advice in these areas:

  • personal tax planning
  • estates
  • retirement planning
  • elder planning
  • risk management
  • insurance
  • investments

More Details:

You may also be interested in:

Contacts

Please contact:

CPA Canada Professional Learning and Development Customer Service
Tel: 1-888-337-3242
Email: pld@cpacanada.ca

Highlights

Chartered Professional Accountants of Canada (CPA Canada) annually offers its views on priorities for the federal budget. Review past submissions of pre-budget briefs and consultations, and post-budget release opinions and commentary.

Our Firm Directory allows you to search for Canadian CPA firms using our interactive map as well as other criteria.

Jointly presented by CPA Canada and CPA Ontario, The ONE is the must-attend, multi-track event of the year, designed for all CPAs who want to be at the top of their game.