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PFS Credential

Workshops +

PFS Live! Workshop

Sunday, June 8, 2025, 12:45pm–5:30pm

Monday, June 9, 2025, 7:30am–11:30am

ARIA, Las Vegas

$495

CPE credits

8

For the experienced CPA

With at least 7,500 hours of PFP-related experience over the last 7 years, you can take the next step and earn the PFS credential live!

The PFS™ Experienced CPA Pathway provides a streamlined approach to acquiring the PFS credential. This live workshop is a convenient way 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 the day — and allow you to apply your PFS credential on-site!

This Workshop package includes:

Looking to register for ENGAGE 25 and this workshop?
Register here

Total CPE credit: 8

NASBA Field of Study: Specialized Knowledge

Level: Intermediate

Prerequisite: A minimum of 7,500 hours of PFP-related experience over the last 7 years

Instructor: Tom Tillery

Presenters: Cary Sinnett, CFP, CAP, CFT, CExP, Senior Manager of Personal Financial Planning at AICPA.

Looking to register for ENGAGE 25 and the PFS Live! Workshop together?