Personal Financial Specialist (PFS) Exam
Learn how to prepare for the Personal Financial Specialist (PFS) exam
Published on February 19, 2015
Getting Started on the PFS Credential - Examination
Learn about the examination requirements for the PFS credential.
Published on April 23, 2014
AICPA PFS Exam Sponsorship Program
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
Learn about the Personal Financial Specialist (PFS) Credential.
Published on January 30, 2015
PFS Exam Review Options
Learn about the PFS Exam Review program at the AICPA
Published on March 05, 2015
Personal Financial Planning Boot Camp Registration
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
This section includes in-depth information related to investment planning.
Published on April 22, 2015
Podcasts from the Personal Financial Planning Division
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
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
Stay up to date on legislative and regulatory issues relating to the custody rule
Published on August 12, 2014