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 May 21, 2012
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 May 18, 2012
PFS Exam Review Options
Overview :
Learn about the PFS Exam Review program at the AICPA.
Published on May 03, 2012
PFS Exam
Overview :
Learn about the PFS Exam.
Published on April 13, 2012
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 April 13, 2012
PFS Credential FAQs
FAQ :
Frequently asked questions about the Personal Financial Specialist credential including: Do I have to be a CPA and a member of the AICPA to apply? What is required to maintain the PFS Credential? Find answers to these and other common questions about the PFS credential.
Published on March 27, 2012
PFS Program Overview Flyer
Overview :
A 2 page PDF summary of the current year's PFS requirements and programs.
Published on March 27, 2012
PFS Credential Eligibility Requirements
Overview :
Learn about the program requirements for the Personal Financial Specialist ( PFS) credential.
Published on March 26, 2012
PFS Credential Recertification
Overview :
Every three years, PFS credential holders are required to certify that they meet the continuing education and membership requirements of the credential. CPAs are notified when their recertification date occurs. Learn more
Published on March 26, 2012
PFP & PFS Education Opportunities
Overview :
Education related opportunities to develop professionally and be prepared for the PFS exam, including partnerships with The American College.
Published on March 26, 2012
PFS Exam Content Specification Outline (CSO)
Overview :
A detail of the content outlined for the PFS Exam.
Published on March 26, 2012
PFP Member Discounts
Product :
One of the valuable benefits of being a member of the PFP Section is the discounts that you receive on a variety of AICPA and third-party products and services. Click on any one of these for more information. Please note: PFP mem
Published on March 22, 2012
About Us - AICPA PFP
Overview :
The AICPA's Personal Financial Planning ( PFP) division enjoys its 20 th anniversary with renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential. Learn More
Published on March 02, 2012
PFS Credential Referral Program
Overview :
Information about the PFS credential referral program to promote the credential.
Published on February 29, 2012
eMoney Advisor
Tools :
A suite of web-based wealth management and financial planning tools ant offer a full view of a client’s financial picture and functions to enable more complete planning and better client service. Learn about eMoney Advisor products and the PFP Section member discount.
Published on February 28, 2012