A CPA/PFS has received the most comprehensive financial planning professional certification available, the Personal Financial Specialist credential. The educational requirements necessary to become a CPA, as well as the experience, skills and credentials make them the best choice to assist clients and potential clients in a holistic manner with any tax, estate, retirement, investment and risk management planning concerns they may have.
Here are some things to consider:
- Every CPA/PFS is first and foremost a CPA - only CPAs qualify to hold the CPA/PFS.
- A CPA’s foundational tax expertise and business acumen coupled with the stringent PFS requirements of financial planning knowledge enables the CPA/PFS to uniquely address the financial planning concerns of individuals.
- Every CPA/PFS has a duty to approach financial planning objectively and without bias; intent on upholding our client’s best interest.
- CPAs are held to a strict code of professional conduct and standards with regulatory oversight by state boards of accountancy.
- The CPA/PFS credential builds on the CPA profession’s relationship as a trusted advisor.
- Every CPA/PFS is a part of the American Institute of CPAs, the largest professional organization for CPAs.
- This 125-year old profession of CPAs provides a community for the CPA/PFS with an unwavering commitment to values and the highest standard of client care.
How do you know if your CPA can help you with tax, estate, retirement, investment or risk management planning objectively and with your best interest? They will hold the CPA/PFS credential.
For a CPA/PFS financial professional in your area, go to www.findaCPAPFS.org.