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PFS CPD Requirements

Know Your Requirement

CPA/PFS CPD Requirements Overview

 CPD Requirements
20 CPD hours are required annually.
License Renewal Period 
Annually. 
CPD Reporting Cycle 
January 1 to December 31 annually.
Ethics Requirement
No mandatory ethics requirement.
Carry Over Credits
CPA/PFS Credential holders cannot carry forward excess credits to the next reporting cycle. 
Subject Area Restriction 
Max. 10 hours of CPD annually may come from unstructured learning activities. 

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Simplifying Regulations for 2025

CPD requirements
20 CPD hours are required annually. 
Ethics Requirement 
No mandatory ethics requirement. 
Content Requirement 
Max. 10 hours of CPD annually may come from unstructured learning activities. 
Subject Areas
Click here to view CPA/PFS subject areas.
Learning Modes
100% of CPD can be through self-study. 
Eligible Learning Activities 
Eligible learning activities for the CPA/PFS credential include both structured and unstructured formats. Structured learning covers courses approved by NASBA, state boards, or professional bodies, such as self-study programs, college courses, AICPA certificate modules, and formal presentations with documented completion. Unstructured learning includes coaching, mentoring, peer-to-peer learning, or on-the-job training, and may account for up to 50% of total CPD (Max. 10 hours annually). View more
CPD Deadline 
Renew your license by December 31 each year. 
Fast Track CPD
Our Fast Track CPA/PS CPD packages are expertly curated bundles that meet PFS’s exact continuing education requirements. Save significant time selecting individual courses by choosing our comprehensive packages that cover all your CPD needs. View more
Reporting
January 1 to December 31 annually. 
License Renewal 
Renew your license by July of each year.  
Carry Forward 
CPA/PFS Credential holders cannot carry forward excess credits to the next reporting cycle. 
Renewal Fees 
Annual Membership dues are based on your role, industry, and work status.  

Do MYCPE ONE Courses Qualify for CPD of CPA/ Personal Financial Specialists (PFS)? Yes!

The CPA/PFS credential, granted by the AICPA, equips CPAs and valuation professionals with essential tools for success. MYCPE ONE, a NASBA-approved provider, offers CPD courses for CPA/PFSs, ensuring they meet continuing education requirements with content reviewed by experts. As a registered NASBA sponsor, MYCPE ONE offers a variety of learning formats, including- 

  • Group Internet Based, 
  • QAS Self-Study, 
  • Group Live, and 
  • Nano Learning.  

For convenient access to our courses, click here to explore the MYCPE ONE course catalog. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the largest online course catalog. Plus, our subscription rates are 60% lower than other platforms. Subscribe today!

Contact Information for AICPA

Durham, North Carolina, U.S.A. 
220 Leigh Farm Road 
Durham, NC 27707-8110 
P: +1.919.402.4500
Website: AICPA & CIMA   

Disclaimer: We regularly update our website to ensure the information regarding CPA/PFS CPD requirements is current and accurate. However, for your complete understanding and to ensure compliance, we strongly advise you to visit the official state requirements page for the most up-to-date and definitive information.

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Frequently Asked Questions

CPA/PFS professionals must complete 20 CPD hours annually.

No, there is no mandatory ethics requirement.

No, there is no minimum content requirement for CPA/PFS confessionals.

Click here to view CPA/PFS subject areas. 

CPA/PFS professionals may complete 100% of their CPD through self-study.

Eligible learning activities for the CPA/PFS credential include both structured and unstructured formats. Structured learning covers courses approved by NASBA, state boards, or professional bodies, such as self-study programs, college courses, AICPA certificate modules, and formal presentations with documented completion. Unstructured learning includes coaching, mentoring, peer-to-peer learning, or on-the-job training, and may account for up to 50% of total CPD (Max. 10 hours annually). View more

CPA/PFS professionals must renew their CPD credits by December 31 each year.

Our Fast Track CPA/PFS CPD packages are expertly curated bundles that meet PFS’s continuing education requirements, saving significant time in selecting individual courses. 

The reporting period for CPA/PFS professionals runs from January 1st to December 31st each year.

PFS professionals must renew their license by December 31st each year to maintain active status.  

Annual membership dues for CPA/PFS professionals are based on your role, industry, and work status.  

Yes, MYCPE ONE courses are compliant with AICPA guidelines for CPA/PFSs. AICPA accepts NASBA-approved CPD Courses. As MYCPE ONE is a NASBA-approved provider (Sponsor ID 143597), many of our courses align with CPA/PFS CPD standards. For your convenience, we’ve added the “QUALIFIES FOR” section on each course page, providing specific details about how the courses meet the qualifications for CPD credits.