PFS Credential Directory: FindaCPAPFS.org
The Personal Financial Specialist (PFS) program allows CPAs to demonstrate their knowledge and expertise in personal financial planning. Whether a CPA specializes in personal financial planning with their clients or interacts with other financial planning professionals, the CPA/PFS credential adds credibility. CPA/PFS credential holders have a specific experience, education and examination requirement that sets them apart from other CPAs and financial planners.
Download a 2 page summary with all the details about the 2013 PFS programs.
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CPA/PFS Credential Overview:
CPA/PFS Credential Pathway:
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PREPARE FOR YOUR FUTURE
Education:
6 self-study courses - 131 CPE hrs.
Take what you need!
Exam Review:
Self-study course - 32.5 CPE hrs.
June 26-28 live review class in Durham, NC - 24.5 CPE hrs.
Study at your own pace!
Register now for the PFS Exam:
Summer 2013: June 17 - July 26, 2013
Apply for the $200-600 Exam Sponsorship
Have you passed another
comprehensive financial planning exam?
Check the CPA/PFS eligibility requirements
to see if you qualify
without taking the PFS Exam
Have you referred a CPA/PFS applicant
or a PFS exam taker yet?
Get a $350 PFS dues credit for each qualified referral;
make 10 referrals and you are paid for a decade!
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All financial planners are not created equal. A CPA/PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.
This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.