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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

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How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
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How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
  • CPA/PFS
  • CPA (US)
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  • 5
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22 Causes of the Next Crash of 2029
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22 Causes of the Next Crash of 2029
  • CPA/PFS
  • CPA (US)
  • CFA
  • ChFC
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  • CWS
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  • 4.4
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Monthly Tax Update - February 2024
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Monthly Tax Update - February 2024
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
  • CRTP
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  • 4.5
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Qualified Domestic Relations Order (QDROs) – What you need to know
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Qualified Domestic Relations Order (QDROs) – What you need to know
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
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  • 4.2
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Transfer Taxes for American Nondomiciliary
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Transfer Taxes for American Nondomiciliary
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
  • CRTP
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  • 5
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The Role of Taxes in Financial Planning
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The Role of Taxes in Financial Planning
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CFA
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  • 4.3
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Tax Classification of Individuals
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Tax Classification of Individuals
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
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  • 4.4
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Exploring Decedent Estates and the Final 1040
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Exploring Decedent Estates and the Final 1040
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
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  • 4.8
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Retire Right: Mastering the Art of Holistic Financial Planning
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Retire Right: Mastering the Art of Holistic Financial Planning
  • CPA/PFS
  • CPA (US)
  • CFP® (US)
  • CFA
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  • 4.8
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Divorce and Taxes
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Divorce and Taxes
  • CPA/PFS
  • CPA (US)
  • EA
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  • 4.8
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Employee Ownership Trusts
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Employee Ownership Trusts
  • CPA/PFS
  • CPA (US)
  • EA
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  • CFA
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  • 5
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Tax Strategies for Families: Credits, Dependents & Specialized Topics
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Tax Strategies for Families: Credits, Dependents & Specialized Topics
  • CPA/PFS
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ChFC
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  • 4.8
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myCPE Unlimited Access

With myCPE 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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