Personal Financial Specialist (PFS) Exam
Learn how to prepare for the Personal Financial Specialist (PFS) exam
Published on February 03, 2014
Getting Started on the PFS Credential - Examination
Learn about the examination requirements for the PFS credential.
Published on April 05, 2011
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 December 18, 2013
PFS Exam Review Options
Learn about the PFS Exam Review program at the AICPA
Published on February 24, 2014
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
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 January 27, 2014
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 February 05, 2014
Stay up to date on legislative and regulatory issues relating to the custody rule
Published on March 15, 2013