PFP24200. PFS™ Live! Workshop

The Personal Financial Specialist (PFS) credential is granted exclusively to CPAs with tax expertise and comprehensive knowledge of personal financial planning (PFP). As a CPA working with individuals and families you naturally discuss the personal finance decisions and goals that your clients have because all areas of personal financial planning – estate, retirement, investments, insurance, education, elder, charitable, business owners – have tax implications.

Your clients need both your broad perspective and your specific knowledge that, when combined with the trust of your clients, makes you uniquely qualified to be their trusted personal advisor. Having CPA/PFS after your name and on your website shows you have the necessary experience, ethics, and expertise and opens conversations with clients and prospects about your distinctive approach to helping them achieve their financial goals.

The PFS Live! Workshop enables participants to meet the final required education and assessment for the PFS Experienced CPA Pathway. This in-person workshop, when combined with your prior PFP experience, will prepare you to take 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:

• 13.5 HOURS OF PFP CPE: Including a required 6 hours of on-demand online CPE prior to attendance and another 7.5 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 administered on-site at no additional charge for attendees.

If you are a CPA and meet the PFS Experienced Pathway experience requirement of at least 7,500 hours of PFP-related over the last 7 years, we invite you to join us in Las Vegas!

Learning Objectives:

• Apply concepts from the PFP Body of Knowledge to solve the case studies.
• Determine which types of financial plans will best suit the fact patterns of each case
• Identify areas of the body of knowledge that are essential to discuss based on the fact patterns of each case.