PFS Live! Workshop
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PFS Live! Workshop

4 months ago · 1 min read

Your opportunity to become a CPA/PFS is here.

The PFS™ Experienced CPA Pathway provides a streamlined approach to getting the PFS credential. This live workshop is a convenient event to obtain the final required education, which combined with your PFP 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!

Included in the event are the following:

  • Between 14-16 HOURS OF PFP CPE: Including a required 6 hours of on-demand online CPE prior to attendance and another 8- 10 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.

When:
Coming Soon! CPS Investment Advisors in Tampa Bay Florida. Stay Informed!

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