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 | |
|---|---|
| December 7 | Add to my calendar |
| 2027 | |
|---|---|
| March 1 | Add to my calendar |
| June 14 | Add to my calendar |
| September 6 | Add to my calendar |
| December 6 | Add to my calendar |