PFP Division 2012 Year in Review
Article:
With unprecedented uncertainty in 2012 coupled with the unique opportunity for CPA financial planners to affirm their value by proactively planning for their clients, the AICPA PFP Division has sought to provide the latest information, tools
Published on May 14, 2013
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 08, 2013
PFS Credential Exam Registration & Scheduling Terms and Conditions
Overview:
An overview of the critical information needed to register for the PFS exam.
Published on May 08, 2013
Become a Personal Financial Specialist (PFS)
Overview:
More than a financial planner, only CPAs can hold the PFS credential. Combining the trust and expertise of the CPA with the PFS credential will affirm your value to current and potential clients and employers. Expand your professional opportunities with the Personal Financial Specialist credential.
Published on April 30, 2013
PFP Section Benefits for Prospective Members - Overview
Overview:
PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on April 26, 2013
CPA/PFS Credential Eligibility Requirements
Overview:
Learn about the program requirements for the Personal Financial Specialist ( PFS) credential.
Published on April 26, 2013
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 April 25, 2013
PFS Exam Review Final Study Plan
Tools:
Use this accelerated PFS exam review schedule as a guide to final preparation during your last 2 months before the PFS exam.
Published on April 24, 2013
PFS Exam Review Options
Overview:
Learn about the PFS Exam Review program at the AICPA.
Published on April 16, 2013
PFP & CPA/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 April 05, 2013
PFS Program Overview Flyer
Overview:
A 2 page PDF summary of the current year's PFS requirements and programs.
Published on April 05, 2013
Spectrems Millionaire Corner Membership
Product:
CPA/PFS receive 20% off Millionaire Corner, a high net worth investor prospecting resource including a web profile, video, client satisfaction survey, and newsletter subscription.
Published on April 02, 2013
CPA PFS Credential Frequently Asked Questions FAQ
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 April 02, 2013
What is Unique About a CPA/PFS
Overview:
The AICPA stands behind our members and the qualifications and expertise they bring to supporting their clients. CPA financial planners are part of a 125-year old highly regarded profession.
Published on March 20, 2013
PFS Exam
Overview:
Learn about the PFS Exam.
Published on March 12, 2013