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Membership

Membership 



To support CPA personal financial planners, AICPA offers two membership programs: the Personal Financial Planning (PFP) Section and the Personal Financial Specialist (PFS) Credential. Membership in each program entitles members to premium content (as indicated by padlocks  on this Web site), with resources, tools, and networking opportunities needed to support the CPA financial planner.




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PFS - A Credential By Any Other Name is Not the Same

Article :  An article discussing the benefits of the PFS credential.
Published on February 08, 2012

Benefits of Becoming a PFS

Article :  The PFS credential provides both tangible and intangible benefits for CPA financial planners.
Published on February 07, 2012

Objectives of the PFS Program

Overview :  The PFS program has clear objectives to further for promotion of the CPA financial planner as the planner of choice and development of resources to support the PFS credential holder.
Published on February 07, 2012

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 February 07, 2012

PFS Program Overview Flyer

Overview :  A 2 page PDF summary of the current year's PFS requirements and programs.
Published on February 07, 2012

PFS Credential Eligibility Requirements

Overview :  Learn about the program requirements for the Personal Financial Specialist ( PFS) credential.
Published on January 19, 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 membe
Published on January 09, 2012

The Kitces Report

Newsletter :  Take advantage of this special discount for PFP section members, inclusive of PFS credential holders.
Published on January 09, 2012

PFP Division 2011 Year in Review

Article :  With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on January 04, 2012

PFS Exam

Overview :  Learn about the PFS Exam.
Published on December 23, 2011

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