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    Be in Demand Becoming a CPA Financial Planner

    Article Young CPA's are entering the market looking for objective advice, guidance and direction. This article outlines how to position themselves to be in demand in a changing environment
    Published on July 23, 2014

    Learn More About the CPA/PFS Credential

    Overview Learn More About the CPA/PFS Credential
    Published on April 29, 2014

    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area
    Published on August 25, 2014

    CPA/PFS FINRA Series 65 Exam Waiver Information

    Overview FINRA Series 65 waiver information for PFS credential holders.
    Published on August 27, 2014

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam
    Published on August 04, 2014

    CPA/PFS Credential Referral Program

    Overview Earn a 100% PFS Credential dues credit simply by referring CPAs to become a CPA/PFS or sit for the exam
    Published on August 12, 2014

    CPA/PFS Credential Application Pricing

    Application The PFS Credential Pricing provides information about credential fee pricing guidelines.
    Published on June 11, 2014

    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants
    Published on May 19, 2014

    PFS Credential Referral Program

    Overview Information about the CPA/PFS credential referral program to promote the credential
    Published on August 13, 2014

    The Planner Newsletter

    Newsletter March/April 2014 issue of the Planner
    Published on August 05, 2014

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