myCPE
myCPE

CPD Package for CPA/PFS

All-in-one package to fast-track your compliance

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Last Updated

January, 2025

Credit Summary
  • Estate Planning
  • Investment Planning
  • Personal Financial Planning
  • Retirement and Financial Independence Planning
  • Risk management planning (incl. Life Insurance)
  • Taxes
Total Credits
CPA/PFS
20 Hours 
On Demand
Included with Subscription

Why Professionals Trust Our Compliance Package

  • Saving time and effort for busy professionals.
  • Quick access to essential courses in one package.
  • All certificates in one place for easy submission.
  • Learn at your own pace that suits your busy schedule.
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Overview

PFS Professionals have the following CPD requirements:

  • 20 CPD hours annually.
  • No mandatory ethics requirement.
  • 100% of CPD can be completed through self-study courses.
  • Max. 50% (10 hours) in unstructured learning activities.
  • Reporting Cycle - August 1 to July 31st every year.

Why Choose myCPE's 20 CPD Package for PFS Professionals:

  • myCPE is NASBA-approved (Sponsor ID: 143597).
  • All learning activities on myCPE are structured because NASBA approves us.
  • Includes 100% of CPD in self-study webinars.

All continuing education content is included in the myCPE Unlimited Access Subscription at no extra charge.

You can visit the CPD Requirement Page or the Board Website of CPA/PFS for detailed requirements.

Note: Our 20 CPD Package for CPA/PFS Professionals is 100% compliant with the AICPA regulations, and we offer a 100% satisfaction guarantee. If you feel the package is non-compliant, please email our support team at (support@my-cpe.com) and let us know how it is, and we will happily refund your full payment.

Courses

Course Title
Eligible Credits
Subject Area
Learning Format
AI and Personal Finance – Best Alternatives for Personal Investment Considerations CPA/PFS (1) Personal Financial Planning On Demand (video)
Advisors Guide to an Advanced Look at Mutual Funds CPA/PFS (1) Investment Planning On Demand (video)
Building Resilience in Personal Finance: Adapting to Uncertainty CPA/PFS (1) Personal Financial Planning On Demand (video)
Computing Your FERS Annuity CPA/PFS (1) Retirement and Financial Independence Planning On Demand (video)
Cryptocurrency Tax Essentials: IRS Insights CPA/PFS (1) Taxes On Demand (video)
Demystifying Securities: Your Guide to Investment Instruments CPA/PFS (1) Investment Planning On Demand (video)
Developing a Personal Financial Plan – The Systematic Process from Data Gathering to Implementation and Monitoring CPA/PFS (2) Personal Financial Planning On Demand (video)
Investing in REITs: Strategies for Financial Success CPA/PFS (1) Investment Planning On Demand (video)
Medicare Foundations: Building Blocks for a Healthy Retirement CPA/PFS (1) Risk management planning (Inc. Life Insurance) On Demand (video)
Personal Finance - Are My Investments Protected? CPA/PFS (1) Personal Financial Planning On Demand (video)
Personal Finance – What are structured notes and should I invest? CPA/PFS (1) Investment Planning On Demand (video)
Retire Right: Mastering the Art of Holistic Financial Planning CPA/PFS (1) Retirement and Financial Independence Planning On Demand (video)
The Power and Essentials of Estate Planning CPA/PFS (1) Estate Planning On Demand (video)
The Self-Employed Health Insurance Deduction - Who Qualifies? CPA/PFS (1) Risk management planning (Inc. Life Insurance) On Demand (video)
Understanding Social Security’s Role in Retirement Planning CPA/PFS (2) Retirement and Financial Independence Planning On Demand (video)
Unlocking Financial Wellness: Longevity Planning for a Prosperous Retirement CPA/PFS (1) Retirement and Financial Independence Planning On Demand (video)
Unlocking the Potential of REITs: An Introduction for Professional Advisors CPA/PFS (1) Personal Financial Planning On Demand (video)
Conquering the Division of Retirement Assets in Divorce CPA/PFS (1) Finance On Demand (video)

Details

CPD Requirements :

20 CPD hours annually.

CPD Reporting Cycle :

August 1 to July 31st every year.

Ethics Requirement :

No Ethics requirement.

Subject Area Requirement :

Max. 50% (10 hours) in unstructured learning activities.

NOTES :

Information given by us on CPD Requirements / Subject Requirements/ Ethics requirements is based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated CPD requirements, CLICK HERE to visit the board.

All Packages are included under the Individual Subscription

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
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Largest content library covering all aspects of professional development.
500+ Emerging Subject Areas
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Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses
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Stay compliant with ethics requirements for every state.
50+ State Compliance Packages
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Pre-selected courses for quick compliance, saving time and effort.
100+ Advanced Certification Programs
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Expert-led programs to build advanced expertise and strengthen your career credentials.
AICPA Eligibility Programs (CFF, ABV, PFS)
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Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
Compliance Tracker and Credit Vault
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Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.
Instant Certification and Fast Reporting
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Instant reporting to IRS, CFP Board, and other governing bodies.
Mobile App Access (iOS and Android)
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https://play.google.com/store/apps/details?id=com.my_cpe
Access to Communities
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Join communities tailored to your specific interests and areas of expertise.

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Need guidance with compliance requirements?

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Discover Why We’re the Preferred Choice!

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Highly recommend MY-CPE courses

“The MY-CPE courses, packages and certifications are phenomenal! I am so glad I found this platform. I am learning so much. I appreciate the convenience of the self study. The instructors are thorough and inspiring.”

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Heather Thurs, CSAF

Payroll Administrator, Madison Valley Medical Center

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Great Experience

“I am excited about using the product since they make everything very easy to use and track. You can track your courses and CPE certifications and they have ready made packages for what you are trying to accomplish to help you save time without having to search all the courses”

Jordan Mann
Jordan Mann, CFA

Senior Vice President, GPM Investment

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I am so impressed with MyCPE

“I am so impressed with MyCPE. Their offerings are so much more varied than other CPA services I have used and I love that you can get good classes at a reasonable price either on a class by class basis or as a package.”

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Spectrum User, CPA

Business Owner

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The package is reasonably price and…

“The package is reasonably price and includes everything you need for the renewal. Highly recommend!”

Annie .
Annie ., CPA

Corporate Controller

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That’s why I purchased Unlimited Access on myCPE

“Their sessions are engaging and insightful simultaneously. That’s why I purchased Unlimited Access on myCPE so that I could view everything I wanted, at my convenience. Includes courses approved by NASBA, IRS, IIA, IMA and also the state specific ethics courses, all combined in one package. Also, I will have separate certificates for my multiple titles. I am very happy with the offerings and wish them all the best.”

Lauren Bernaky
Lauren Bernaky, CFP

Corporate Controller

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I needed to recertify for my SPHR

“I needed to recertify for my SPHR. They had a package that included everything I needed to complete the credits. I bought the unlimited and have already started to work towards my next certification.”

Laurie M
Laurie M, PHR, SHRM-SCP

Senior Human Resources Consultant

Team Subscription

Empower your team with unlimited access to complied courses, compliance management tools, and customized learning solutions. 

  • true true Comprehensive Content Library
  • true true CPE Compliance Automation
  • true true Advanced Training Solutions
  • true true Learning Management System
  • true true Event and Webinar Management

Frequently Asked Questions

Yes, this package meets the annual mandatory 20 CPD requirement for CPA/ PFS. 

The Compliance Package includes pre-selected courses required to fulfill your Continuing Education requirements in one convenient bundle - saving time and effort for busy professionals.

Yes, all courses are approved/verifiable for your specific qualifications by regulatory authority and are regularly updated to meet compliance standards.

Absolutely! You can easily monitor your course progress and certificate completion through our Credit Tracker tool.

Yes, all our packages and 13,000+ hours of content are under our subscription, allowing you to complete all required Continuing Education credits without extra charges.

You’ll have access to the Compliance Package courses and can revisit courses anytime until the subscription expires or if you have purchased Package separately, you can access it for 12 months from the date of purchase.

Certainly! Our dedicated customer support team is available to assist you via chat, email, phone, or Zoom on weekdays from 9 AM to 5 PM EST. You can contact us at 646-688-5128 or via email at support@my-cpe.com

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