CPD Package for CPA/PFS

14 CPD

Package Credit Details

  • 3 Credits
  • 11 Credits

PACKAGE DESCRIPTION

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.


CPA/PFS PACKAGE: 

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. 

SELECTED WEBINARS

Course Title Credits Qualifying Subject Area Type
TAXES ON CRYPTOCURRENCY & DIGITAL ASSETS WITH LATEST IRS GUIDANCE 1 Investment Planning Self-Study (Video)
PRACTICAL GUIDE TO IRAS – CONTRIBUTIONS & DISTRIBUTIONS FOR TRADITIONAL, ROTH, SEP & SIMPLE IRAS 8 Retirement and Financial Independence Planning Self-Study (Video)
4 PILLARS TO AN ABUNDANT RETIREMENT 1 Retirement and Financial Independence Planning Self-Study (Video)
SAVVY SOCIAL SECURITY PLANNING: ALL YOU NEED TO KNOW ABOUT SOCIAL SECURITY CLAIMING STRATEGIES 1 Retirement and Financial Independence Planning Self-Study (Video)
THE COMPLETE DISCONNECT BETWEEN ECONOMICS-BASED AND CONVENTIONAL FINANCIAL PLANNING 2 Investment Planning Self-Study (Video)
ANNUITY BASIC WITH LATEST UPDATES 1 Retirement and Financial Independence Planning Self-Study (Video)

Personal Financial Specialist (PFS)

  • REPORTING PERIOD :
    Annually.
  • CPD REQUIREMENTS FOR CPA/ PFS

    Completed 20 hours of continuing professional development (CPD) within the credential body of knowledge annually.

NOTES :
Information given by us on CPE Requirements / Subject Requirements/ Ethics requirements are based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated requirement of CPE requirements, CLICK HERE to visit respective board websites. The website link to regulatory board website is.

FAQs FOR CPA/PFS

Yes, this package meets the annual mandatory 20 CPD requirement for CPA/ PFS. 

Each course is created by a qualified and experienced instructor(s). myCPE Packages includes self-study courses. Most of the courses are in the form of On-demand Videos. However, there are some courses which are text based courses. The self-study video courses in packages may be live recorded presentations converted into Self Study (On-Demand Videos).

After completion of each course of this package, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits.

Once you register you will have complete access to all the courses of this package. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your package to complete each program. After completion of each webinar, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the webinar video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study webinar is a recorded video (If it’s a recording of a live webinar you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study webinar, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the webinar and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.

All our courses in the packages are approved by NASBA, IRS and other regulating bodies. However, we would recommend you to visit the accountancy board website of your licensure state for CPE credit requirements.

"For some, Continuous Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education webinars / courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. MyCPE, the first ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by  a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."