PFS Credential

    The AICPA has established a credential for CPAs who specialize in personal financial planning (PFP). The Personal Financial Specialist (PFS) credential is granted solely to CPAs with considerable PFP education and experience who want to demonstrate their knowledge, skill and experience by earning this exclusive credential.

    Use this outline to learn more about the content of the PFS Exam

    Use this tool to assess your competency in five areas of financial planning

    Distinguish Yourself 

    All financial planners are not created equal and the differences DO matter.

    A 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.

    This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right. 
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