Are you ready to elevate your professional services by obtaining the highly sought-after AICPA Personal Financial Specialist™ (PFS) designation?
Join Avantax for an exclusive opportunity to follow the AICPA's PFS Experienced CPA Pathway. This program will provide you the necessary education and exam to earn your PFS credential. Learn more about the PFS.
What the CPA/PFS Can Do for Your Practice
Distinguish yourself from other planners and offer a greater level of confidence in your services when you earn your PFS designation. Not only can you provide a one-stop shop solution, but with a more diverse service offering you can realize more income from current clients and attract new ones who value working with a single trusted Financial Professional.
Your $799 Tuition Fee Includes:
- 14 hours of CPE
- Online and in-person course materials
- Waived fees for your on-site PFS exam
Event Locations Near You:
- May 29 - 30 — Dallas, Texas
Register Here »- July 17 - 18 — Newark, New Jersey
Register Here »- November 6 - 7 — San Diego, California
Register Here »Have questions about the event? Call 800-742-7950 or email businessdevelopment@avantax.com.
WHAT'S INCLUDED?
Prior to your arrival, you'll complete six hours of online coursework to establish a strong foundation for the event. At the event, we will dedicate a day and a half to review concepts, delve into case studies, explore real-world examples and conclude with the on-site exam.
WHO SHOULD ATTEND?
This exclusive event is only available to experienced CPAs.
Applicable attendees should have:
- A minimum of 105 hours of PFP-related CPE is required to qualify for the assessment, with at least 91 hours completed before the PFS Live event. The remaining 14 hours will be earned during the training.
- Over 7,500 hours of PFP-related experience in areas such as tax, estate, retirement, investment, insurance, education, elder, charitable or business owner planning within the past seven years.