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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.
Register by Dec. 9 for the Fall/Winter PFS Exam!
CPA/PFS credential holders have specific qualifications that set them apart from other CPAs and financial planners.
Complete your CPA/PFS credential application today!
Proposed Statement on Standards in Personal Financial Planning Services
The Technological Components of a Successful PFP Practice
Fox Financial Planning Network for CPAs
Practice Management Study Results, Tools and Resources
Our members say it best. Learn about the value of the CPA Personal Financial Specialist (PFS) by watching this brief video.
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Are you a consumer looking for a PFS or a PFS looking for your peers? Find a PFS here.