Five Reasons to Add Wealth Management
PFS Live Hosted by Avantax

Are you ready to elevate your professional services by obtaining the highly sought-after AICPA Personal Financial Specialist™ (PFS) designation?

Join Avantax for an exclusive opportunity to follow the AICPA's PFS Experienced CPA Pathway. This program will provide you the necessary education and exam to earn your PFS credential. Learn more about the PFS.

What the CPA/PFS Can Do for Your Practice

Distinguish yourself from other planners and offer a greater level of confidence in your services when you earn your PFS designation. Not only can you provide a one-stop shop solution, but with a more diverse service offering you can realize more income from current clients and attract new ones who value working with a single trusted Financial Professional.

Your $799 Tuition Fee Includes:

  • 14 hours of CPE
  • Online and in-person course materials
  • Waived fees for your on-site PFS exam

Event Locations Near You:

  • May 29-30 — Dallas, Texas
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  • Aug. 1-2 — Chicago, Illinois
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  • Aug. 22-23 — Newark, New Jersey
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  • Oct. 24-25 — Dallas, Texas
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  • Nov. 21-22 — San Diego, California
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Have questions about the event? Call 800-742-7950 or email businessdevelopment@avantax.com.

WHAT'S INCLUDED?

Prior to your arrival, you'll complete six hours of online coursework to establish a strong foundation for the event. At the event, we will dedicate a day and a half to review concepts, delve into case studies, explore real-world examples and conclude with the on-site exam.

WHO SHOULD ATTEND?

This exclusive event is only available to experienced CPAs.

Applicable attendees should have:

  • A minimum of 105 hours of PFP-related CPE is required to qualify for the assessment, with at least 91 hours completed before the PFS Live event. The remaining 14 hours will be earned during the training.
     
  • Over 7,500 hours of PFP-related experience in areas such as tax, estate, retirement, investment, insurance, education, elder, charitable or business owner planning within the past seven years.
Avantax® Wealth Management
3200 Olympus Blvd. Suite 100
Dallas, TX 75019, 972-870-6000

Founded by a CPA 40 years ago, Avantax® is a pioneer in tax-intelligent investing. Tax and Financial Professionals partner with us to create new revenue opportunities by providing comprehensive wealth management services to their clients – families, individuals and small businesses – all through a uniquely tax-focused lens. Avantax is a unique community within Cetera Holdings.

Avantax is a wholly owned subsidiary of Cetera Holdings, which refers to Aretec Group, Inc. Learn more about our firm’s background and Financial Professionals on FINRA's BrokerCheck.

Avantax® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Copyright © 2025. All rights reserved. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.