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    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam
    Published on April 17, 2014

    Getting Started on the PFS Credential - Examination

    Assessment Learn about the examination requirements for the PFS credential.
    Published on April 05, 2011

    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 March 18, 2014

    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA
    Published on April 16, 2014

    Overview of New Form ADV2 and Other Compliance Considerations

    Webcast 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

    Overview Information about the CPA/PFS credential referral program to promote the credential.
    Published on February 26, 2013

    CPA/PFS Credential Eligibility Requirements

    Overview Learn about the program requirements for the Personal Financial Specialist ( PFS) credential.
    Published on April 26, 2013

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Fiancial Specialist (PFS) Credential.
    Published on April 17, 2014

    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 April 01, 2014

    Investment Planning

    Overview This section includes in-depth information related to investment planning.
    Published on January 27, 2014

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