WHY PERSONAL FINANCIAL SPECIALIST (PFS) CREDENTIALS?
The Personal Financial Specialist (PFS) credential allows CPAs to demonstrate their knowledge and expertise in personal financial planning. Whether a CPA specializes in personal financial planning with their clients or interacts with other financial planning professionals, the CPA/PFS credential adds credibility. CPA/PFS credential holders have a specific experience, education and examination requirement that sets them apart from other CPAs and financial planners.
myCPE is an approved member of NASBA'S National Registry of CPE Sponsors for providing continuing education to its members, (Approval No. 143597).
This 20 hours of Continuing Professional Development (CPD) on-demand webinars for Personal Financial Specialist (PFS) fulfils their mandatory annual requirement.
It contains 20 Hours of CPD webinars related to the subjects of Education Planning, Retirement and Financial Independence Planning and Investment Planning.
|Course Title||Credits||Qualifying Subject Area||Type|
|PRACTICAL GUIDE TO IRAS – CONTRIBUTIONS & DISTRIBUTIONS FOR TRADITIONAL, ROTH, SEP & SIMPLE IRAS||8||Taxes Taxes||Self-Study (Video)|
|TAXES ON CRYPTOCURRENCY & DIGITAL ASSETS WITH LATEST IRS GUIDANCE||1||Retirement and Financial Independence Planning Retirement and Financial Independence Planning||Self-Study (Video)|
|ANNUITY BASIC WITH LATEST UPDATES||1||Investment Planning Investment Planning||Self-Study (Video)|
|SAVVY SOCIAL SECURITY PLANNING: ALL YOU NEED TO KNOW ABOUT SOCIAL SECURITY CLAIMING STRATEGIES||1||Retirement and Financial Independence Planning Retirement and Financial Independence Planning||Self-Study (Video)|
|4 PILLARS TO AN ABUNDANT RETIREMENT||1||Retirement and Financial Independence Planning Retirement and Financial Independence Planning||Self-Study (Video)|
|ANNUAL FEDERAL TAX UPDATE - INDIVIDUALS (FORM 1040)||8||Personal Financial Planning Process Personal Financial Planning Process||Self-Study (Video)|
Completed 20 hours of continuing professional development (CPD) within the credential body of knowledge annually.