Personal Financial Specialist (PFS) Exam
Learn how to prepare for the Personal Financial Specialist (PFS) exam
Published on October 04, 2013
Getting Started on the PFS Credential - Examination
Learn about the examination requirements for the PFS credential.
Published on April 05, 2011
PFS Exam Review Options
Learn about the PFS Exam Review program at the AICPA
Published on November 21, 2013
Overview of New Form ADV2 and Other Compliance Considerations
New SEC regulations effective October 12th require investment advisers to use a new Form ADV, Part 2, which includes supplemental information not previously required in the current “check-the-box” format. Join Ellen Bruno as she discusses the critical information you need to know about the transition to the new ADV2.
Published on January 28, 2011
PFS Credential Referral Program
Information about the CPA/PFS credential referral program to promote the credential.
Published on February 26, 2013
PFP & CPA/PFS Education Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam, including partnerships with The American College
Published on December 02, 2013
CPA/PFS Credential Eligibility Requirements
Learn about the program requirements for the Personal Financial Specialist ( PFS) credential.
Published on April 26, 2013
This section includes in-depth information related to investment planning.
Published on December 09, 2013
Stay up to date on legislative and regulatory issues relating to the custody rule
Published on March 15, 2013
PFP Division 2011 Year in Review
With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on September 23, 2013