AICPA & CIMA Personal Financial Planning Symposium

The 2026 PFP Symposium is where top CPA financial planners and other professional financial planners gather to elevate their expertise. Join industry thought leaders for deep discussions on both advanced technical and insightful soft topics. Explore the latest strategies to solve your client's challenging issues and beyond — navigating leadership, succession, client relationships, business growth, and work-life balance. From dynamic discussions to networking over meals and receptions, the PFP Symposium is designed to be an immersive experience designed to help you thrive in today’s evolving financial landscape.