For the experienced CPA

With at least 7,500 hours of PFP-related experience over the last 7 years, you can take the next step and earn the PFS credential live!

The PFS™ Experienced CPA Pathway provides a streamlined approach to acquiring the PFS credential. This live workshop is a convenient way to obtain the final required education, which combined with your PFP experience, will prepare you to take and pass your PFS Experienced CPA Assessment by the end of the day — and allow you to apply your PFS credential on-site!

This Workshop package includes:

• Practical application course pre-work (6 CPE credits) a $396 value:
  • PFP Standards and Responsibilities
  • PFP Regulatory and Fiduciary Landscape
  • Personal Financial Planning Process
  • Cash Management Strategies
  Completing the pre-work will ensure that you’re prepared for the live session.
• Live On-site training (8 CPE credits), the instructor will preview the case studies included on the exam and apply the PFP Standards and client appropriate PFP Body of Knowledge topics.
• On-site Experienced CPA Assessment: Upon completion of the course learning, the PFS Experienced CPA Assessment will be provided live, on-site at no additional charge for attendees.

Total CPE credit: 14 (6 online pre-work, 8 on-site)

NASBA Field of Study: Specialized Knowledge

Level: Intermediate

Prerequisite: A minimum of 7,500 hours of PFP-related experience over the last 7 years

Instructor: Tom Tillery

Presenters: Dan Snyder, CPA/PFS, Director, Personal Financial Planning Division, Association of International Certified Professional Accountants.