PFS Live! Workshop

The PFS™ Experienced CPA Pathway provides a streamlined approach to qualifying for the PFS credential. This live workshop is a convenient event to obtain the final required education, which combined with your personal financial planning experience, will prepare you to take and pass your PFS Experienced CPA Assessment by the end of Day 2 and then apply on-site for your PFS credential!

Included in the event are the following:

• 14 hours of PFP CPE: Including a required 6 hours of on-demand online CPE prior to attendance and another 8 hours on-site to meet credential requirements. On-site, the instructor will preview the case studies included on the exam and apply the PFP Standards and client appropriate PFP Body of Knowledge topics.

• On-site experienced CPA assessment: Upon completion of the CPE requirements, the PFS Experienced CPA Assessment will be provided on-site at no additional charge for attendees.

Who should attend:
CPAs who meet the experienced pathway requirements of at least 7,500 hours of PFP related experience over the last 7 years.

2026:

• October 20th & 21st – Boston - Sponsored by Mariner (Registration coming soon)

• October 22nd & 23rd – Boston - Sponsored by Avantax

• Nov 12th & 13th – Orlando - Sponsored by Avantax (Registration coming soon)

• December 1st & 2nd – Dallas - Sponsored by Mariner (Registration coming soon)

• December 3rd & 4th – Dallas - Sponsored by Avantax (Registration coming soon)

• January 23rd & 24th – Nashville, TN at the PFP Symposium - (Registration coming soon)

This program will provide you the necessary education and exam to earn your PFS credential.