Membership

    Membership 




    To support CPA personal financial planners, AICPA offers two membership programs: the Personal Financial Planning (PFP) Section and the Personal Financial Specialist (PFS) Credential. Membership in each program entitles members to premium content (as indicated by padlocks  on this Web site), with resources, tools, and networking opportunities needed to support the CPA financial planner.







    The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.  View a complete listing of member benefits by membership type (with links to access all benefits).




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    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam.
    Published on April 14, 2014

    PFP & CPA/PFS Education Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on April 14, 2014

    CPA/PFS - A Credential By Any Other Name is Not the Same

    Article An article discussing the benefits of the CPA/PFS credential.
    Published on April 14, 2014

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA.
    Published on April 11, 2014

    Become a Personal Financial Specialist (PFS)

    Overview More than a financial planner, only CPAs can hold the PFS credential. Combining the trust and expertise of the CPA with the PFS credential will affirm your value to current and potential clients and employers. Expand your professional opportunities with the Personal Financial Specialist credential.
    Published on April 11, 2014

    2014 Month in Review

    Overview A look back at the various milestones, as well as member benefits released during each month of the current year.
    Published on April 09, 2014

    CPA/PFS Credential Application Pricing

    Application The PFS Credential Pricing provides information about credential fee pricing guidelines.
    Published on April 08, 2014

    University Outreach Program

    Overview How universities can formalize a PFP program that informs and guides their students in becoming a CPA financial planner.
    Published on April 08, 2014

    PFS Program Overview Flyer

    Overview A 2 page PDF summary of the current year's PFS requirements and programs.
    Published on April 08, 2014

    PFS Exam Content Specification Outline (CSO)

    Overview A detail of the content outlined for the PFS Exam.
    Published on April 08, 2014

    Personal Financial Planning Boot Camp Registration

    Overview The Personal Financial Planning Boot Camp provides attendees with an overview of all areas of the PFP discipline in a systematic manner to prepare them for the PFS exam.
    Published on April 01, 2014

    AICPA PFS Exam Sponsorship Program

    Overview The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam.
    Published on March 18, 2014

    PFS Exam Sponsorship application

    Application The PFS Exam Sponsorship application to obtain a reimbursement of some of the costs of preparing for and taking the PFS Exam.
    Published on March 18, 2014

    Overview of the Personal Financial Specialist (PFS) Credential

    Overview A summary page with links to all necessary information relating to the PFS credential program.
    Published on February 24, 2014

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on February 05, 2014

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