Wealth Management and Financial Planning



“Changing The Way
Tax Professionals
Do Business”
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Who is Professional Financial Affiliates, Inc.? 

Specializing in Wealth Management CPE’s
for the Tax Professional


“If you want to succeed you should strike out a new path rather than travel the worn path of accepted success.” --John D. Rockefeller


Recognizing the enormous value of tax professionals providing wealth management services to their most valued clients, Professional Financial Affiliates, Inc. was founded in 2005.

Our CPE is uniquely focused on providing the tax professional with the information, systems and resources needed to successfully meet the advanced tax and wealth management needs of their clients. Our management and instructors have years of experience and successful personal track records in delivering these services on a profitable basis to tax professionals and their clients across the country. As a result, Professional Financial Affiliates, Inc. will provide you with the most up-to-date and practical CPE for enhancing and expanding your tax practice.

Wealth Management services is the new path of the future…
                                  …the path to YOUR success!


Cancellation and Refund Policy: If there is a charge for this seminar, our registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled 15 days prior to the seminar date are subject to a $10.00 cancellation fee. For more information regarding administrative policies such as complaints and refunds, please contact our offices at (866) 425-8011 or visit www.pfa-cpe.com. NO REFUNDS WILL BE ISSUED TWO WEEKS BEFORE THE SEMINAR BEGINS. NO EXCEPTIONS.

Professional Financial Affiliates, Inc. 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org.