RESOURCES for Personal Financial PlannERS

Improve your career, skills, and knowledge as a personal financial planner.

Your gateway to professional PFP resources to improve your work as a CPA.

Legislative Advocacy
Legislative & Regulatory Involvement

Exclusively For Members

Join the conversation to find answers, ask questions, share knowledge,
and connect with the entire MACPA community.

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Shape Our Professional Future

Volunteer to get involved in any of these personal financial planning communities.

Personal Financial Planning Conference Planning Community

Personal Financial Planning Blog Posts

Give your employees free, easy access to retirement plans with MarylandSaves

Business and Industry
Employers who enroll by Dec. 1 will have their SDAT filing fee waived for 2023 Retirement may come as a painful shock to far…
Profile

Bill Sheridan

The gig economy: Five ways financial institutions are trying to bank the side hustle

Financial Planning
Note: The following was originally published on the SECU blog on Feb. 19, 2020. Read the original blog post here. What is the…
Profile

John Todd

34th Annual Personal Financial Planning Conference

Accounting & Auditing
Financial planners know the importance of staying up to date on the changing trends in the industry. However, did you know…
Profile

Sarah Hanford
SEE ALL BLOG POSTS

Upcoming Featured Events for Personal Financial Planners

Conferences, seminars, and unique membership events to move your career and our profession forward, together.

CPA SUMMIT Rebroadcast Event

Online
SEE ALL FEATURED EVENTS

On-Demand Courses for Personal Financial Planners

Investment Planning Certificate Program and Exam Bundle

Investment Planning Certificate Program and Exam Bundle

On-Demand
• 19.5 CPE
Estate Planning Certificate Program

Estate Planning Certificate Program

On-Demand
• 18 CPE
PFP Standards and Responsibilities

PFP Standards and Responsibilities

On-Demand
• 1.5 CPE
SEE ALL ON-DEMAND COURSES

Upcoming Events for Personal Financial Planners

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Legal Planning for Care Giving of Elderly/Disabled Clients

Online
• 1 CPE

CPA SUMMIT Rebroadcast Event

Online

Long-Term Care Insurance: Make the Switch

Online
• 1 CPE
SEE FULL EVENTS & CPE CATALOG
Diana Keener

Questions?

To learn more contact Michelle Brown, M.Ed., Chief Growth & Innovation Officer: michelle@macpa.org, 410.406.7249