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Personal Finance Specialist CPD Courses

  • 2500+ Hours Online CPD Approved Personal Finance courses on subjects of Trust & Estate Planning &, Retirement, investments and insurance for PFS Professionals

  • All PFS CPD courses are available in Live & Self Study Format which are approved by NASBA

  • Complete your PFS CPD requirements which is 100% compliant with Principal Topic areas required by NASBA

Get Access to all CPA/PFS CPD Courses at one single price $199 under subscription

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No. of Speakers

100+

No of Hours

2500+

No of Reviews

200K

Course Available

1130+

Demystifying Securities: Your Guide to Investment Instruments
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Demystifying Securities: Your Guide to Investment Instruments
  • CPA/PFS
  • CPA (US)
  • CFA
  • ChFC
  • CWS
  • CFIRS
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  • 4.9
  • rating
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Global Market Outlook: Understanding Q1 2024 Economic Trends
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Global Market Outlook: Understanding Q1 2024 Economic Trends
  • CPA/PFS
  • CPA (US)
  • CMA
  • CVA
  • CPA/ABV
  • CPA in Canada
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  • 4.7
  • rating
  • rating
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Inside the Ticker Tape: How Financial Markets Really Work
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Inside the Ticker Tape: How Financial Markets Really Work
  • CPA/PFS
  • CPA (US)
  • CMA
  • CVA
  • CPA/ABV
  • CPA in Canada
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  • 4.8
  • rating
  • rating
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Divorce and its Various Tax Implications
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Divorce and its Various Tax Implications
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CFA
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  • 4.6
  • rating
  • rating
  • rating
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A Trustee’s Duty of Care Under the UPIA or…How to Avoid Being a Knucklehead
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A Trustee’s Duty of Care Under the UPIA or…How to Avoid Being a Knucklehead
  • CPA/PFS
  • CPA (US)
  • CFA
  • ChFC
  • CSA
  • TEP
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  • 5
  • rating
  • rating
  • rating
  • rating
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Stocks Unplugged: A Holistic Approach to Unique Investment Strategies
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Stocks Unplugged: A Holistic Approach to Unique Investment Strategies
  • CPA/PFS
  • CPA (US)
  • CGMA
  • CPA in Canada
  • CFA
  • ChFC
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  • 4.7
  • rating
  • rating
  • rating
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Financial and Estate Planning: Tools and Techniques
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Financial and Estate Planning: Tools and Techniques
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ChFC
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  • 4.3
  • rating
  • rating
  • rating
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Quarterly Tax Update - Q1 of 2024
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Quarterly Tax Update - Q1 of 2024
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ChFC
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  • 4.6
  • rating
  • rating
  • rating
  • rating
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Bolstering Expertise: 403(b) and 457(b)
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Bolstering Expertise: 403(b) and 457(b)
  • CPA/PFS
  • CPA (US)
  • CFP® (US)
  • CFA
  • ChFC
  • CSA
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  • 4.5
  • rating
  • rating
  • rating
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The Role of Estate and Gift Tax in Financial Planning
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The Role of Estate and Gift Tax in Financial Planning
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CFA
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  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating
Stocks Unplugged: Mastering Sentiment, Seasonality, and Strategies
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Stocks Unplugged: Mastering Sentiment, Seasonality, and Strategies
  • CPA/PFS
  • CPA (US)
  • CFP® (US)
  • CGMA
  • CPA in Canada
  • CFA
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  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Cryptocurrency Tax Essentials: IRS Insights
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Cryptocurrency Tax Essentials: IRS Insights
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
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  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

MY-CPE Unlimited Access

With MY-CPE Unlimited Access annual subscription, you get an access to all continuing educational and professional development courses of eligible content for CPA (US), CPA (CA), EA, Tax Pros, CIA, CMA, CFE CFP® (US), CISA, CVA, SHRM, HRCI, FPC, CPP, FP&A, CTP, CFA, ACCA, and 100+ other qualifications.

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