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5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
1/4
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Important: Course Deactivation Alert
Below mentioned Courses will be deactivated soon due to outdated content. Complete the course within the next 7 days to receive credits. After Expiry date, the course will be unavailable for credit. For assistance or inquiries, please contact our support team at support@my-cpe.com.
CPD Credits for CPA/Personal Financial Specialists (PFS) Professionals
The AICPA’s Personal Financial Specialist (PFS) credential is granted exclusively to CPAs with a powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical for obtaining the most valuable, objective advice possible. All areas of personal financial planning — including estate, retirement, investments, and insurance — have tax implications, and only CPA/PFS professionals have the experience, ethics, and expertise to get the job done right.
MYCPE ONE is approved by NASBA and it offers Continuing Professional Development (CPD) courses for CPA/Personal Financial Specialists (PFS). We are focused on providing quality continuing education to CPA/Personal Financial Specialist (PFS) content that incorporates the qualified subject areas. Our NASBA-approved CPD courses are authored/reviewed by industry specialists and subject matter experts. All our courses are designed in a way to ensure that courses meet your continuing education requirements.
20 hours of Continuing Professional Development (CPD) every year
License Renewal Period
Credential renewal occurs in July of each year.
CPD Reporting Cycle
From January 1st to December 31st Every year
Ethics Requirement
No Ethics requirement
Carry Over Credits
CPA/PFS Credential Holders cannot carry forward excess credits to the next reporting cycle.
What are CPD Requirements for CPA/Personal Financial Specialist (PFS) Professionals?
All CPA/Personal Financial Specialists (PFS) are required to complete 20 hours of CPD annually within the credential body of knowledge. Many of our programs in Live and Self-Study are approved for continuing education for Personal Financial Specialists (PFS). Here is MYCPE ONE Package for Personal Financial Specialist that meets all of your annual continuing education requirements in one go.
What is the Ethics Requirement for CPA/Personal Financial Specialist (PFS) Professionals?
There is no Ethics requirement for CPA/Personal Financial Specialist (PFS).
What is a license renewal period for CPA/ Personal Financial Specialist (PFS) Professionals?
The CPA/Personal Financial Specialist (PFS) license renewal period ends in July each year.
What is the CPD reporting cycle for CPA/ Personal Financial Specialist (PFS)?
The CPD reporting cycle is from January 1st to December 31st Every year. Credential holders must meet the recertification requirements in the calendar year prior to renewal.
Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings.
Flexibility: Learn anytime, anywhere, on any device.
No, there are no minimum CPD requirements in a particular subject area.
Qualifying activities are:
Structured learning activities approved by NASBA or a legally constituted state authority, or other professional body; or unstructured learning activities as outlined by the AICPA
Unstructured learning activities may constitute up to 50% (10 hours annually) of a credential holder’s CPD to meet credential renewal requirements
Annual Membership dues are based on your role, industry, and work status. When you join as a new member, your billing cycle will be prorated based on the month you joined. The membership year runs from Aug. 1 through July 31.
Renewal payments are due each year by July 31 and the first renewal notice is sent in June. If you joined in May, June, or July, your first renewal invoice would be sent the following year. An enrollment fee of $65 applies to new members.
A personal Financial Specialist (PFS) can complete 100% of the total required CPD credit hours via self-study courses. i.e., a Personal Financial Specialist (PFS) can complete all 20 hours via self-study courses from NASBA-approved CPD sponsors as MYCPE ONE is approved by NASBA (Sponsor id 143597). Our CPA/PFS Packages are 100% compliant with that requirement.
Yes, the Short video (Nano learning) method is approved for the CPD requirements of CPA/Personal Financial Specialist (PFS). AICPA accepts NASBA-sponsored CPE.
No, CPA/Personal Financial Specialist (PFS) cannot carry over excess credit earned in a particular renewal cycle.
Members need to attest that if these requirements are not satisfied, the credential will be rescinded and the reinstatement requirements must be met to regain the credential.
If the credential holder is newly credentialed, CPD does not need to be completed until the year following receipt of the credential.
MYCPE ONE provides courses that are approved for continuing education credits by NASBA. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars to be suitable for NASBA specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.
CLICK HERE to view the AICPA website for CPD requirements for CPA/ Personal Financial Specialist (PFS).
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