CONTINUING EDUCATION FOR PERSONAL FINANCIAL SPECIALIST (PFS)

NASBA APPROVED CPD PROVIDER

MY-CPE LLC is approved by NASBA as a Continuing Professional Development (CPD) provider and has effectively met the standards set up by the NASBA. We are focused on providing quality continuing education to all Personal Financial Specialist (PFS) with content that incorporates the most recent updates and industry principles. Our approved Continuing Professional Development courses are authored/reviewed by industry specialists and subject matter experts. Our wide variety of delivery methods (Live Webinars & Self Learning) allows you to take your Recertification Credits at your own pace. All our courses are designed in a way to ensure that courses meet your continuing education requirements as specified by the NASBA.

CPD REQUIREMENTS FOR PFS

No. of Credits: 20 hours of continuing professional development (CPD) within the credential body of knowledge annually.

Minimum requirements: Not applicable

Carry Forward of the credits: Not applicable

CPD Reporting: Annually 

There is no mandatory Ethics requirement required by NASBA in order to complete the mandatory recertification requirements for PFS. 


QUALIFYING LEARNING ACTIVITIES

Continuing professional development may include


  • Structured learning activities approved by NASBA or a legally constituted state authority, or training from other professional bodies, or

  • Unstructured learning activities - may constitute up to 50% (10 hours annually) of a credential holder’s CPD to meet credential renewal requirements.

ACCEPTABLE SUBJECT AREA

The following are acceptable subject areas included in the acceptable the required PFS body of knowledge:

  • 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

DISCLAIMER

myCPE provides courses that are approved for continuing education credits by AICPA based on the guidelines issued by these boards regarding Continuing Education Requirements. We recommend the programs/ webinars to be suitable for PFS professionals 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 requirement as well as guidelines laid down by their regulatory board before registering for the webinars. CLICK HERE to visit the website link to regulatory board. 

myCPE APPROVALS

Approved By
National Association of State Boards of Accountancy (NASBA) 143597
Internal Revenue Service (IRS) GEHNZ
California Tax Education Council (CTEC) 6273
Certified Financial Planner Board (CFP) 8061
Society for Human Resource Management (SHRM) RP5359
Human Resource Certification Institute (HRCI) 714694
FP Canada CE17222
American Payroll Association (APA) 372961
Texas State Board of Public Accountancy (TSBPA) 010556
Illinois Department of Financial & Professional Regulation (IDFPR) 158002756
New York State Board of Public Accountancy (NYSPA) 002976
Association of Certified Fraud Examiners (ACFE) Approved
National Association of Certified Valuators and Analysts (NACVA) Approved
Institute of Management Accountants (IMA) Approved
Institute of Internal Auditors (IIA) Approved
Institute of Finance and Management (IOFM) Approved
Society of Trust and Estate Practitioners (STEP) Approved
Certified Senior Advisor (CSA) Approved