To maintain an active PFS Credential, PFS Credential holders must pay an annual renewal fee of $350 and meet the following PFS recertification requirements every three years:
- Regular membership in good standing in the AICPA
- A valid and unrevoked CPA certificate issued by a legally constituted state authority
- 60 hours of CPE related to the PFP Body of Knowledge (See AICPA Education options)
- Submission (via the internet) of a statement of intent to continue to comply with all recertification requirements.
The initial PFS application covers the period from the credential holders PFS start date for a period of three years. At the end of that calendar year, an email will be sent notifying PFS Credential holders that they need to recertify.
Example:
June, 2009 Become a PFS Credential holder
June, 2012 End of initial 3 year period
December 31, 2012 Recertification required
December 31, 2015 Next recertification required
Failure to recertify results in the loss of the PFS Credential.
The AICPA reserves the right to audit recertification attestations. If selected, the PFS Credential holder will be contacted to provide further substantiation.
Questions?
Email us at pfs@aicpa.org or call us at 1-888-777-7077 (Monday thru Friday 9am-6pm ET)
What is my PFS Recertification Date?
How do I recertify online?
To recertify your PFS Credential, please follow these instructions (
Downloadable tutorial with screen-shots):
- Click the “My Account” link at top of this web page and go to My Account page.
- In the middle of the screen you should see a sentence about recertification with a “Recertify Online” link.
- Clicking that link will take you to the page where you can attest to meeting the recertification requirements.
- Complete and submit this page and you are recertified for an additional three years.
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