The CPA Personal Financial Specialist (PFS) Credential 

    /_catalogs/masterpage/Gateway.aspx?GAURI=                                                                          PFS Credential Directory:

    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. 

    The Personal Financial Specialist (PFS) program allows CPAs to gain and demonstrate competence and confidence in providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners through experience, education, examination, and a resulting credential.

    Upcoming Key Dates & Events (view additional learning opportunities)
    June 19-July 31 Summer PFS exam window
    July 1 Implementation of PFP Standards
    November 3, 11, 18 & 24 PFP Boot Camp virtual group study class
    November 5-7 PFP Boot Camp in-person class - Columbus, OH
    December 15 - January 26, 2015 Winter PFS exam window 
    January 18, 2015 PFS media training - in-person at the PFP Conference (register)
    January 19-21, 2015 Advanced PFP Conference

    CPA/PFS Credential Holders

    CPA/PFS Applicants

    PFS Roadmap

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