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PFS Live! Workshop

Oct 01, 2026 · 1 min read

If you are an experienced CPA, your opportunity to become a CPA/PFS is here.

You have the experience. Now complete your journey to the CPA/PFS credential in just two days at a PFS Live Workshop.

The PFS™ Experienced CPA Pathway offers a streamlined route to earning the PFS credential. Join us at a PFS Live workshop to complete your final required education, review the case studies for the exam, and take the PFS Experienced CPA Assessment.

Workshop dates and sponsors:

2026:

2027:

  • January 23rd & 24th – Nashville, TN at the PFP Symposium - (Registration coming soon)

  • June 5th & 6th – Las Vegas, NV at the AICPA Engage 2027 Conference - (Registration coming soon)

  • November 6th & 7th – Washington DC, at the National Tax Conference - (Registration coming soon)

Included in the event are the following:

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

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Personal Financial Planning

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Personal Financial Specialist
Practice Management

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CPA Evolution
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