The AICPA Advanced Personal Financial Planning Conference is an intensive, high-level event that prepares attendees for the impact legislative and regulation changes will have on their practice and clients. It's the first financial professional conference of the year that addresses changes with the most advanced technical, all-encompassing learning programs for retirement, estate, investment, insurance and individual tax planning guidance.
Experience the Exceptional
Plan to attend the best and most advanced personal financial planning conference in the industry.
Your clients are looking for financial guidance in a world of complexity and uncertainty. Take important steps to deepen client relationships by gaining knowledge of cutting-edge strategies, innovative ideas, best practices and key updates during the 2015 Advanced Personal Financial Planning Conference.
Over the course of three intensive days, you will have access to thought leaders who will offer tax and economic insights, new planning ideas, a clear understanding of the global environment and market outlook, plus much more. Learn how to maximize your opportunities and bring the greatest value to your clients - in one advanced, all-encompassing conference.
This well-attended conference is your opportunity to reach 1,000+ financial planning professionals through networking events during the conference.
Targeted attendees are Financial planning professionals, including CPAs, PFP Section members, CPA/PFS credential holders, CFP® certificants, CFA charter holders, investment advisors (IA), certified investment management analysts (CIMA®) and other professionals providing individuals with investment, retirement, estate, insurance and tax planning services who wish to strengthen these offerings in their practices.
Only AICPA delivers a national audience of top-level CPA professionals! At this and all AICPA Conferences, you benefit from quality audience and exciting exhibit hall programs that create maximum selling time.
Founded in 1887, the AICPA represents the CPA profession nationally regarding rule-making and standard-setting, and serves as an advocate before legislative bodies, public interest groups and other professional organizations. The AICPA develops standards for audits of private companies and other services by CPAs; provides educational guidance materials to its members; develops and grades the Uniform CPA Examination; and monitors and enforces compliance with the profession’s technical and ethical standards.
The AICPA’s founding established accountancy as a profession distinguished by rigorous educational requirements, high professional standards, a strict code of professional ethics, a licensing status and a commitment to serving the public interest.