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.

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Personal Financial Planning Blog Posts

Podcast: The AI-powered CPA

Artificial Intelligence (A.I.)
AI is increasingly changing how work gets done, but what could that mean for CPAs and the future of the profession? In this…
Profile

Bill Sheridan

40th annual MACPA PFP Conference addresses increasingly complex issues — and the means for effectively communicating them to clients

Financial Planning
The MACPA’s Personal Financial Planning Committee achieved a notable milestone — its 40th annual conference — on Oct.…
Profile

Seth Hammer

Podcast: The power of storytelling

Personal Financial Planning
In today’s data-driven world, information is everywhere. What truly sets CPAs apart is their ability to tell the story…
Profile

Bill Sheridan
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More Upcoming Featured Events for Personal Financial Planners

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

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On-Demand Courses for Personal Financial Planners

Estate planning for all, with Patrick Carlson - Ep. #235 Future-Proof Podcast

On-Demand
• 1 CPE Credit
SEE ALL ON-DEMAND COURSES

Upcoming Events for Personal Financial Planners

Date Title CPE Format Location
11/10/2026 Lifecycle Financial Planning - Disability Insurance 1 CPE Credit Online Online
11/11/2026 Life Insurance - Needs, Uses, & Policy Types 2 CPE Credits Online Online
12/16/2026 Life Insurance - Needs, Uses, & Policy Types 2 CPE Credits Online Online
12/18/2026 Lifecycle Financial Planning - Disability Insurance 1 CPE Credit Online Online
1/6/2027 Life Insurance - Needs, Uses, & Policy Types 2 CPE Credits Online Online
1/12/2027 Lifecycle Financial Planning - Disability Insurance 1 CPE Credit Online Online
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