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    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam
    Published on February 19, 2015

    Getting Started on the PFS Credential - Examination

    Assessment Learn about the examination requirements for the 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 October 23, 2014

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on January 30, 2015

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA
    Published on March 05, 2015

    Personal Financial Planning Boot Camp Registration

    Overview The Personal Financial Planning Boot Camp provides attendees with an overview of all areas of the PFP discipline in a systematic manner to prepare them for the PFS exam
    Published on February 18, 2015

    Investment Planning

    Overview This section includes in-depth information related to investment planning.
    Published on April 22, 2015

    Podcasts from the Personal Financial Planning Division

    Audio The AICPA PFP Division monitors the news and legislative and regulatory landscape in order to bring you expert commentary on the issues you need to know in practice.
    Published on March 26, 2015

    CPA/PFS Profile Dan Thomas

    Article As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics.
    Published on April 11, 2014

    Custody Rule

    News Stay up to date on legislative and regulatory issues relating to the custody rule
    Published on August 12, 2014

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