Learn about our member benefits, our website, or the different pathways available to CPAs to achieve the PFS credential.
It’s a great way to join our community of like-minded personal financial planning professionals.
Send your questions in advance to the PFP Mailbox and use this link to join us from 3:00 – 3:30pm ET.
Future dates:
| 2026 |
|---|
| August 3 |
| December 7 |
| 2027 |
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| March 1 |
| June 14 |
| September 6 |
| December 6 |