PFP26102. PFS Live Workshop & Exam
**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY**
This advanced blended learning program prepares experienced CPA financial planners and PFS candidates to apply integrated planning judgment across complex client scenarios. The program consists of four live virtual case workshops followed by a capstone workshop and exam session at ENGAGE 2026.
Each virtual session is a facilitated integration lab focused on a core case study representing a different stage of the planning lifecycle. Participants evaluate competing priorities, sequencing decisions, behavioral influences, and professional tradeoffs while reinforcing the reasoning patterns required for advanced planning.
The ENGAGE capstone session synthesizes the case experience into high-impact judgment anchors and prepares participants for the PFS exam. Rather than re-teaching technical fundamentals, the program emphasizes prioritization, proportional decision-making, and integrated professional reasoning across retirement, estate, risk management, and investment planning.
Participants leave with stronger planning confidence, clearer integration frameworks, and reinforced readiness for both the exam and real-world professional application.
Program structure
Virtual Case Workshops (Live, 2 hours each)
Tuesday, May 5 — Young Family Case
Tuesday, May 12 — Pre-Retirement Family Case
Tuesday, May 19 — Retired/Elderly Family Case
Tuesday, May 26 — Business Owner / Advanced Planning Case
ENGAGE 2026 Capstone Workshop & Exam
June 8, 2026 | 8:00 AM – 11:30 AM ET
Total instructional time: 10 CPE hours
Learning Objectives:
- Apply prioritization and sequencing principles to complex client scenarios
- Evaluate integrated tradeoffs across retirement, estate, investment, and risk planning
- Interpret case facts using advanced professional judgment
- Recognize behavioral and emotional influences that distort planning decisions
