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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.
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.
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.
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
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.
Approved By | |
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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 |
Fundamental Concepts of Trusts & Estates for Planning & Compliance
Apr 16 10:00 AM EDT View Details
Intermediate/Advanced Course on Educational Tax Credit Benefits and Financial Planning
Apr 16 03:30 PM EDT View Details
Taxes on Cryptocurrency & Digital Assets with Latest IRS Guidance
Apr 14 12:00 PM EDT View Details
How to Maximize Itemized Deduction (Latest 2021)
Apr 22 10:30 AM EDT View Details
How to Maximize Itemized Deduction (Latest 2021)
Apr 15 03:00 PM EDT View Details
Not Your Grandma’s CRT: Using Charitable Planning Tools to Solve Business Problems
Apr 27 02:00 PM EDT View Details
Educational Tax Credits Latest Update (Basic Overview)
Apr 12 03:00 PM EDT View Details
New Major Changes to New York’s Medicaid Home Care Program
Apr 16 04:00 PM EDT View Details
Qualified Retirement Plan Updates & Opportunities – What Opportunities are available for the 2020- 2021 tax years?
Apr 23 02:30 PM EDT View Details
Retirement Plan Updates & Opportunities
Apr 16 03:00 PM EDT View Details
What The American Rescue Plan Act Of 2021 Means For Individuals And Businesses
Special Rules For Reporting Special Events (Non-profits)
Annuity Basic with Latest Updates
Critical Impact Of The Secure & Cares Acts On Your Clients Retirement And Estate Plans (Latest 2020)
Beyond The Numbers: Understanding The Important Gift, Estate, And Income Tax Elections
The Complete Disconnect Between Economics-Based and Conventional Financial Planning
Investment Lessons From 2020 Pandemic
Savvy Social Security Planning: All You Need To Know About Social Security Claiming Strategies
Coming Soon: Market Bubbles Burst And Inflation Escalates
What To Do When An Investment Strategy Performs Poorly