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A new pathway to the PFS™ credential for experienced CPAs

Nov 25, 2020 · 1 min watch

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Attention CPA financial planners and tax professionals: Are you looking to elevate your career and expertise in personal financial planning? Discover the new pathway to obtaining the PFS™ credential, tailored specifically for experienced professionals like you. This innovative approach values the years you've dedicated to advising clients in areas such as tax, retirement, estate, risk management, and investment planning. Watch the video to learn more.

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