PFS (Personal Financial Specialist) CPD Requirements

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Best Overview on Individual Tax Updates Latest (Basic)

$80

Jason Dinesen, EA, LPA
8 Credits

Best Overview on Individual Tax Updates Latest (Basic)

Jan 31, 09:00 AM EST

AFSP
CPA (US)
EA
ORTP
CPA/PFS
Maryland Tax Prep.

4.5
(173)

Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections

$20

Robert Keebler, CPA (US), CGMA,...
2 Credits

Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections

Jan 31, 09:30 AM EST

AFSP
CPA (US)
EA
Tax Preparer
CPA/PFS
TEP

4.6
(20)

Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues

$120

J. Patrick Garverick, CPA (US)
8 Credits

Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues

Jan 31, 10:00 AM EST

AFSP
CPA (US)
CVA
CFA
EA
ORTP

4.6
(19)

Calculate Earned Income Tax Credit for 2021 Tax Returns

$10

Jason Dinesen, EA, LPA
1 Credit

Calculate Earned Income Tax Credit for 2021 Tax Returns

Jan 31, 11:00 AM EST

AFSP
CRTP
CPA (US)
CFA
EA
ORTP

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

$120

J. Patrick Garverick, CPA (US)
8 Credits

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

Jan 31, 12:00 PM EST

AFSP
CPA (US)
CVA
EA
ORTP
CPA/PFS

4.6
(139)

Fair Credit Reporting Act (FCRA) CPE Course

$20

Richard Cascarino, CRMA, CIA, CISM...
2 Credits

FCRA – What you need to know

Jan 31, 03:00 PM EST

CMA
CPA (US)
CFA
CPA/PFS

Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation

$10

Steve Abramson, CPC, CLU, ChFC
2 Credits

Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation

Jan 31, 03:00 PM EST

AFSP
CIA
CMA
CPA (US)
EA
HRCI

4.4
(217)

Annual Federal Tax Update - Individuals (Form 1040)

$120

J. Patrick Garverick, CPA (US)
8 Credits

Annual Federal Tax Update - Individuals (Form 1040)

Feb 02, 09:00 AM EST

AFSP
CRTP
CPA (US)
EA
ORTP
CPA/PFS

4.5
(313)

Fundamental Concepts of Trusts & Estates for Planning & Compliance

$80

Robert Keebler, CPA (US), CGMA,...
8 Credits

Fundamental Concepts of Trusts & Estates for Planning & Compliance

Feb 02, 10:00 AM EST

AFSP
CRTP
CPA (US)
CVA
CFA
EA

4.2
(56)

Generation-Skipping Transfer Tax Basics and Reporting

$10

Griffin Bridgers
1 Credit

Generation-Skipping Transfer Tax Basics and Reporting

Feb 02, 12:00 PM EST

AFSP
CRTP
CPA (US)
CVA
CFA
EA

$20

Jason Dinesen, EA, LPA
2 Credits

Individual Tax Update (Latest)

Feb 02, 03:00 PM EST

AFSP
CPA (US)
EA
ORTP
CPA/PFS
Maryland Tax Prep.

4.7
(745)

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

$120

J. Patrick Garverick, CPA (US)
8 Credits

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Feb 03, 10:00 AM EST

AFSP
CPA (US)
CVA
EA
ORTP
CPA/PFS

4.5
(57)

Habits That Harm Investors and How to Handle Them

$10

Daniel G. Mazzola , CFA, CPA
1 Credit

Habits That Harm Investors and How to Handle Them

CPA (CA)
CMA
CPA (US)
CFA
CPA/PFS
CIPM

Register

$80

Jason Dinesen, EA, LPA
8 Credits

Best Overview on Tax Updates Latest

AFSP
CPA (US)
CVA
CFA
EA
ORTP

Register

The Human Side of Estate Planning/Psychology of Estate Planning

$10

Drew Stevens
1 Credit

The Human Side of Estate Planning/Psychology of Estate Planning

AFSP
CPA (US)
CFA
EA
ORTP
CPA/PFS

Register

$20

Jason Dinesen, EA, LPA
2 Credits

Schedule C Updates

AFSP
CPA (US)
EA
ORTP
CPA/PFS
Maryland Tax Prep.

Register

Qualified Business Income Deduction: Applications and Challenges

$20

Jason Dinesen, EA, LPA
2 Credits

Qualified Business Income Deduction: Applications and Challenges

AFSP
CPA (US)
CVA
CFA
EA
ORTP

Register

$10

Jason Dinesen, EA, LPA
1 Credit

Legislative Update

AFSP
CMA
CPA (US)
CVA
CFA
EA

Register

$20

Steve Abramson, CPC, CLU, ChFC
2 Credits

Plan Design for Closely Held Companies

AFSP
CMA
CPA (US)
EA
HRCI
Tax Preparer

Register

$80

Jason Dinesen, EA, LPA
8 Credits

Best Overview on Individual Tax Updates Latest (Basic)

AFSP
CPA (US)
EA
Tax Preparer
CPA/PFS

Register

Best investments and investment strategies

$10

Daniel G. Mazzola , CFA, CPA
1 Credit

Best investments and investment strategies

CMA
CPA (US)
CVA
CFA
CPA/PFS
CFP (CA)

Register

$20

Jason Dinesen, EA, LPA
2 Credits

Individual Tax Update (Latest)

AFSP
CPA (US)
EA
Tax Preparer
CPA/PFS
CFP (CA)

Register

$10

Daniel G. Mazzola , CFA, CPA
1 Credit

Smarter Social Security

AFSP
CPA (US)
EA
Tax Preparer
CPA/PFS
CSA

Register

$10

Drew Stevens
1 Credit

There Is No Other Hand: My Estate Planning Beliefs and Philosophies

AFSP
CPA (US)
CFA
EA
CPA/PFS
TEP

Register

IRAs - Contributions & Distributions for Traditional, Roth, SEP, & SIMPLE IRAs

J. Patrick Garverick, CPA (US)
$99
8 Credits

AFSP
CRTP
CPA (US)
CVA
EA
Tax Preparer

Basis Calculations & Distributions for Pass-Thru Entities - Schedule K-1 Analysis

J. Patrick Garverick, CPA (US)
$99
8 Credits

AFSP
CPA (US)
CVA
EA
Tax Preparer
CPA/PFS

Behavioral Finance: Finance for Normal People – How Investors and Markets Behave

Despite finance being a technical subject, it has a human factor. Behavioral finance is a branch of finance that deals with how people be...Read more

Meir Statman
$80
8 Credits

CPA (CA)
CFE
CMA
CPA (US)
CFA
CPA/PFS

CPD Package for CPA/PFS

20

CPD

Register

$199

Combo Package for CPA,CFP & PFS

30

CPE

Register

$209

Certification Course on Estate Planning for IRA

6 Modules
13 Credits
$199

Certified Estate Planning Specialists for IRAs

Register

Estate Planning Certificate Course Online

8 Modules
17 Credits
$249

Certified Course on Estate Planning (Fundamental)

Register

Personal Credit Mastery Certification Course

1 Modules
4 Credits
$99

Personal Credit Mastery Certification Course

Register

Approved CPE Courses for Personal Finance Specialist

100+ Hours Online CPE Approved Personal Finance courses on subjects of Trust & Estate Planning &, Retirement, investments and insurance for PFS Professionals

All PFS CPE courses are available in Live & self study format which are approved by NASBA

Complete your PFS CPE requirements which is 100% compliant with Principal Topic areas required by NASBA

Hot Topics

Best Overview on Individual Tax Updates Latest (Basic)

Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections

Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues

Calculate Earned Income Tax Credit for 2021 Tax Returns

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

FCRA – What you need to know

Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation

Annual Federal Tax Update - Individuals (Form 1040)

Fundamental Concepts of Trusts & Estates for Planning & Compliance

Generation-Skipping Transfer Tax Basics and Reporting

Individual Tax Update (Latest)

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

Habits That Harm Investors and How to Handle Them

Best Overview on Tax Updates Latest

The Human Side of Estate Planning/Psychology of Estate Planning

Schedule C Updates

Qualified Business Income Deduction: Applications and Challenges

Legislative Update

Plan Design for Closely Held Companies

Best Overview on Individual Tax Updates Latest (Basic)

Best investments and investment strategies

Individual Tax Update (Latest)

Smarter Social Security

There Is No Other Hand: My Estate Planning Beliefs and Philosophies

IRAs - Contributions & Distributions for Traditional, Roth, SEP, & SIMPLE IRAs

Basis Calculations & Distributions for Pass-Thru Entities - Schedule K-1 Analysis

Behavioral Finance: Finance for Normal People – How Investors and Markets Behave

CPD Package for CPA/PFS

20

Combo Package for CPA,CFP & PFS

30

Certified Estate Planning Specialists for IRAs

Certified Course on Estate Planning (Fundamental)

Personal Credit Mastery Certification Course