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 April 05, 2013
PFS Exam Review Options
Learn about the PFS Exam Review program at the AICPA.
Published on April 16, 2013
Overview of the Personal Financial Specialist (PFS) Credential
A summary page with links to all necessary information relating to the PFS credential program.
Published on May 08, 2013
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 March 07, 2013
Getting Started in Elder Planning Services
Learn how you can get started in Elder Planning in developing a successful practice. Read more about researching your market, marketing your services, and developing a successful practice.
Published on September 01, 2011
Young Emerging Financial Planner - Frequently Asked Questions
Good with numbers? Enjoy interacting with people? Like to have a positive impact on others? Want to own your own business and gain financial independence? Have an interest in personal finance? A career as a CPA financial planner or Personal Financial Specialist may be right for you! In here, you will find answers
Published on April 02, 2013
Learn about the PFS Exam.
Published on March 12, 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 April 25, 2013
CPA PFS Credential Frequently Asked Questions FAQ
Frequently asked questions about the Personal Financial Specialist credential including: Do I have to be a CPA and a member of the AICPA to apply? What is required to maintain the PFS Credential? Find answers to these and other common questions about the PFS credential.
Published on April 02, 2013
Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you
Good with numbers? Enjoy interacting with people? Like to have a positive impact on others? Want to own your own business and gain financial independence? A career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on September 14, 2010
PFP Division 2012 Year in Review
With unprecedented uncertainty in 2012 coupled with the unique opportunity for CPA financial planners to affirm their value by proactively planning for their clients, the AICPA PFP Division has sought to provide the latest information, tools
Published on May 14, 2013
Fiduciary Responsibilities for CPAs in Industry Q&A with Dan Gould
This discussion with CPA Dan Gould offers an overview of the Fiduciary Handbook and its relevance to members in industry acting as a fiduciary within the organizations they serve.
Published on March 29, 2011
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on April 30, 2013
Retirement Planning Achieving Financial Security for Your Future
Retirement planning is a lifelong endeavor. Recognizing this is the first step to ensuring a financially secure future. Unfortunately, statistics show that many of us don't realize the necessity of planning for retirement.
Published on September 30, 2010
PFP Tax News
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on May 16, 2013