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Approved CPD Courses for Personal Finance Specialist

  • 100+ 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

Practitioner’s Guide to Student Loans
$20
Practitioner’s Guide to Student Loans
  • Accountant
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • EA
Register
  • 4.7
  • (7)
Real Estate and Fixed Income Investments
$10
Real Estate and Fixed Income Investments
  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
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  • 4.0
  • (5)
Estate Planning for Cannabis Business Owners
$10
Estate Planning for Cannabis Business Owners
  • Accountant
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
Buy Low. Sell High. Why is it so Difficult?
$10
Buy Low. Sell High. Why is it so Difficult?
  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CFP (US)
  • CGFM
  • CMA
Register
  • 4.5
  • (11)
Marriage and Financial Planning
$10
Marriage and Financial Planning
  • Accountant
  • CPA/ABV
  • CFP (US)
  • CGFM
  • CMA
  • CPA (US)
Register
  • 4.4
  • (10)
Social Security: Current Strategies
$10
Social Security: Current Strategies
  • Accountant
  • CPA/ABV
  • CGFM
  • CPA (US)
  • CVA
  • CFA
Register
  • 4.5
  • (2)
What the Advisor Should Know about the Living Benefits of a Life Insurance Policy
$10
Understanding The Basics of Life Insurance Today
$10
Understanding The Basics of Life Insurance Today
  • Accountant
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.6
  • (12)
Federal Tax Update – Individual & Business Current Developments (Latest)
Federal Tax Update – Individual & Business Current Developments (Latest)

With the increasing complexity and ever-changing nature of tax laws and issues, today’s accountant needs ...Read more

  • J. Patrick Garverick, CPA (US)
  • $99
  • 8 Credits
  • Accountant
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • CVA
Register
  • 4.3
  • (28)
Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)
Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

Read more

  • J. Patrick Garverick, CPA (US)
  • $99
  • 8 Credits
  • Accountant
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • CVA
Register
  • 4.5
  • (4)
Baby Boomer Investing in the Perilous Decade
Baby Boomer Investing in the Perilous Decade

Most of the 78 million baby boomers in the US will spend much of this decade in the Risk Zone spanning the...Read more

  • Ronald Surz
  • $35
  • 3.5 Credits
  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CGFM
  • CMA
  • CPA (US)
Register
  • 4.5
  • (15)
irs roth ira ebook Course
IRAs - Contributions & Distributions for Traditional, Roth, SEP, & SIMPLE IRAs

...Read more

  • J. Patrick Garverick, CPA (US)
  • $99
  • 8 Credits
  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • CVA
  • EA
Register
  • 4.2
  • (33)

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