20 CPD Package for CPA/PFS

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)

All Packages are included under the Individual Subscription

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500+ Emerging Subject Areas Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses Stay compliant with ethics requirements for every state.
50+ State Compliance Packages Pre-selected courses for quick compliance, saving time and effort.
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AICPA Eligibility Programs (CFF, ABV, PFS) Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
Compliance Tracker and Credit Vault 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 Instant reporting to IRS, CFP Board, and other governing bodies.
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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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CPD Package for CPA/PFS

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Overview

Courses