About Course

    A Certified Public Accountant and Personal Financial Specialist (CPA and PFS) course is a training program that prepares CPA professionals to provide comprehensive financial planning services to their clients. The course covers the 12 areas of personal financial planning, such as tax planning, retirement planning, estate planning, investment planning, risk management, and education planning. After completing the course, candidates can take the CPA and PFS exam and apply for the CPA and PFS designation.



Eligibilities

--- Finance & Banking ---

Certified Public Accountant and Personal Financial Specialist (CPA and PFS)

Total Days
26 Days
Total Hours
170 Hours
Training Mode
Price


Your Achievement, Recognized

Successfully complete the Certified Public Accountant and Personal Financial Specialist (CPA and PFS) Program and showcase your professional achievement with our certificate.

Certified Public Accountant and Personal Financial Specialist (CPA and PFS)
Certificate awarded upon successful completion of the program

Related Courses

Chartered Alternative Investment Analyst (CAIA)
Know More
Chartered Mutual Fund Counselor (CMFC)
Know More




Online BootcampPreferred
  • Flexi Pass Enabled: Flexibility to reschedule your cohort within first 90 days of access.
  • Live, online classroom training by top instructors and practitioners.
  • One year access to high-quality self-paced eLearning content curated by industry experts.
Classroom TrainingPreferred
  • Customized Training Solutions: Tailor classroom sessions to your team's needs, with options for instructor-led or blended learning formats.
  • One year access to high-quality self-paced eLearning content curated by industry experts.
  • Interactive Learning Environment: Engage with a simple, interactive setup that encourages active participation and hands-on learning.
Corporate Training
  • Customize the learning model according to your team's needs. Get digital material, instructor-led classes or both.
  • Get flexible pricing options according to your company's needs.
  • Simple and interactive Learning Management System (LMS).
  • Enterprise dashboard for individual learners or teams.
  • Learner support and assistance available 24/7.
  • One year access to high-quality self-paced eLearning content curated by industry experts.


Documents