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    PFS Logo Usage Guidelines

    Logo Including the AICPA Personal Financial Specialist (PFS) Credential logo on your individual letterhead, business cards, and other marketing materials will enhance your brand recognition as a credentialed financial planning expert and help differentiate your practice
    Published on January 28, 2011

    FAQs for CPA/PFS Credential Holders

    FAQ Frequently asked questions about the CPA Personal Financial Specialist Credential.
    Published on April 17, 2014

    AICPA Economic Benefits of Personal Financial Planning Survey

    Survey AICPA Personal Financial Survey
    Published on August 06, 2014

    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
    Published on August 25, 2014

    2014 Months in Review

    Overview A look back at the various milestones, as well as member benefits released during each month of the current year.
    Published on August 28, 2014

    Moving from Tax Preparer to Financial Planner

    Webcast These CPAs take a holistic approach in the delivery of financial planning services to ensure all of their clients’ needs are met, including tax, estate, retirement, investments and insurance.
    Published on July 21, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on July 16, 2014

    PFP Division 2012 Year in Review

    Overview Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
    Published on August 25, 2014

    PFP Tax News

    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 August 18, 2014

    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on May 19, 2014

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