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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
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
Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you
Article:
Good with numbers? Enjoy interacting with people? Like to have a positive impact on others? Want to own your own business and gain financial independence? A career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on September 14, 2010
PFP Tax News
News:
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on May 16, 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
Registration and Compliance
Overview:
Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
Published on March 06, 2013
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