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.







    The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.  View a complete listing of member benefits by membership type (with links to access all benefits).




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    Getting Started on the PFS Credential - Education

    Assessment Information about the PFS Education Requirements
    Published on April 23, 2014

    Getting Started on the PFS Credential

    Assessment Learn the steps to get started with the PFS credential.
    Published on April 23, 2014

    Getting Started on the PFS Credential - Experience

    Assessment Learn about the Experience requirements of the PFS credential.
    Published on April 23, 2014

    Getting Started on the PFS Credential - Examination

    Assessment Learn about the examination requirements for the PFS credential.
    Published on April 23, 2014

    Personal Financial Specialist Application

    Overview The PFS application is used to collect information about a candidate's business experience, lifelong learning, and exam history. This information is used to determine whether the candidate has met the point requirements of the PFS multiple entry point system.
    Published on April 23, 2014

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Fiancial Specialist (PFS) Credential.
    Published on April 23, 2014

    PFS Body of Knowledge

    Overview Summary of the PFS Body of Knowledge.
    Published on April 23, 2014

    Benefits of Becoming a CPA/PFS

    Article The PFS credential provides both tangible and intangible benefits for CPA financial planners.
    Published on April 23, 2014

    Objectives of the CPA/PFS Program

    Overview The CPA/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 CPA/PFS credential holder.
    Published on April 23, 2014

    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 23, 2014

    CPA/PFS Credential Eligibility Requirements

    Overview Learn about the program requirements for the Personal Financial Specialist ( PFS) credential.
    Published on April 23, 2014

    AICPA PFS Exam Sponsorship Program

    Overview The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam.
    Published on April 23, 2014

    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 23, 2014

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA.
    Published on April 21, 2014

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam.
    Published on April 21, 2014

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