Updated PFS CPD Requirements

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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.

MY-CPE LLC 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.

CPA/PERSONAL FINANCIAL SPECIALIST (PFS) CPD REQUIREMENT OVERVIEW

CPD 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 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.

CPA/PFS Packages

Frequently Asked Questions

Here is a link to the PFS website to access FAQs on CPD Requirements and Regulations for CPA/Personal Financial Specialists (PFS).

The following are the qualifying subject areas:

Personal Financial Planning Process
Professional Responsibilities and Legislative and Regulatory Environment
Fundamental Financial Planning Concepts
Estate Planning
Charitable Planning
Risk Management Planning
Employee and Business-Owner Planning
Investment Planning
Retirement and Financial Independence Planning
Elder, Special Needs and Chronic Illness Planning
Education Planning
Special Situations

myCPE Packages for Personal Financial Specialists (PFS) meets all the CPD requirements of CPA/Personal Financial Specialist (PFS) as per AICPA guidelines.

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 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.

For further information please CLICK HERE.

If the credential holder is newly credentialed, CPD does not need to be completed until the year following receipt of the credential.

myCPE 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).