PFS Live! Workshop

The PFS™ Experienced CPA Pathway provides a streamlined approach to qualifying for the PFS credential. This live workshop is a convenient event to obtain the final required education, which combined with your personal financial planning experience, will prepare you to take and pass your PFS Experienced CPA Assessment by the end of Day 2 and then apply on-site for your PFS credential!

Included in the event are the following:

• 14 hours of PFP CPE: Including a required 6 hours of on-demand online CPE prior to attendance and another 8 hours on-site to meet credential requirements. On-site, 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 CPE requirements, the PFS Experienced CPA Assessment will be provided on-site at no additional charge for attendees.

Who should attend:
CPAs who meet the experienced pathway requirements of at least 7,500 hours of PFP related experience over the last 7 years.

When:

• 2024:

  • Dallas, TX (Hosted by Avantax) - May 2 & 3

  • Las Vegas, NV (@ Engage) – June 2

  • Florida (venue TBD) - July 11 & 12

  • Chicago, IL - August 1 & 2

  • New Jersey (venue TBD) - August 22 & 23

  • Dallas, TX (Hosted by Avantax) - October 24 & 25

  • San Diego, CA (Hosted by Avantax) - November 21 & 22