A new pathway to the CPA/PFS for experienced CPAs

Are you a CPA financial planner or a CPA tax professional with years of experience helping clients with personal financial planning advice in areas like tax, retirement, estate, risk management and/or investment planning? Check out this new pathway to get the CPA/PFS credential, which takes your experience into account. This approach considers a combination of continuing professional education, a streamlined, on-demand case-study exam and the years you already have advising clients in tax and financial planning matters. This video will