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PFS Live! Workshop

Saturday, June 4–Sunday, June 5
ARIA, Las Vegas
CPE credits

14

June 4–5, live in Las Vegas.

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 day two — 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: Completing the pre-work will ensure that you’re prepared for the live session. (Access instructions will be included in your order confirmation email.)
  • 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.

Agenda

Saturday, June 4

3:00pm–4:15pm
PFP Body of Knowledge Overview
4:15pm–4:45pm
Break
4:45pm–6:00pm
Applying the PFP Body of Knowledge through Case Studies

Sunday, June 5

9:30am–10:45am
Applying the PFP Body of Knowledge through Case Studies
10:45am–11:00am
Break
11:00am–12:15pm
Applying the PFP Body of Knowledge through Case Studies
12:15pm–1:00pm
Lunch
1:00pm–2:40pm
Applying the PFP Body of Knowledge through Case Studies
2:40pm–3:00pm
Break
3:00pm–4:40pm
PFS Experienced Assessment (Proctored Assessment of 100 minutes)
4:40pm–5:00pm
Wrap up and debrief

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.

PFS Live! Workshop Registration - June 4–5

Looking to register for ENGAGE 22 and the PFS Live! Workshop together?