Meaningful direction starts with you.

Advanced Personal Financial Planning


June 9–13 | Las Vegas or attend online

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’ll be ready to meet future client needs and expectations. And you’ll 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 clients’ lives, starting today.

Your advantage during AICPA ENGAGE:

  • Tax reform updates included in applicable sessions, as selected by leaders in the profession
  • Technical breakouts in PFP’s five core areas: Tax, retirement, estate, risk management and investments
  • Opportunities to grow your community with personal financial planning peers
  • Practical information and guidance to implement in your practice

Latest News

Engage: Top highlights from AICPA Advanced PFP Conference [Podcast]

This year at AICPA ENGAGE, the energy and cutting-edge content was unparalleled with thought-provoking questions, candid insights, deep technical dives and even some radical ideas along with extensive networking opportunities to connect with your peers. It’s your time to absorb, reflect, challenge and apply the best of what the CPA profession has to offer.