PFS Logo Usage Guidelines
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 29, 2009
FAQs for CPA/PFS Credential Holders
Frequently asked questions about the CPA Personal Financial Specialist Credential.
Published on January 30, 2015
Personal Financial Planning Consumer Content
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 September 02, 2014
Moving from Tax Preparer to Financial Planner
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 March 02, 2015
Tax Season Resources
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on March 03, 2015
Current PFP News
Deadline to Complete PFP Trends Survey on Retirement Planning Tomorrow | Advanced PFP Conference Video/Audio Recordings and Materials
Published on March 05, 2015
PFP Division 2012 Year in Review
Here’s a look back at the various milestones, as well as member benefits released or revised in 2012.
Published on October 06, 2014
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 February 25, 2015
FAQs for Prospective CPA/PFS Credential Holders (Applicants)
Frequently asked questions for CPA/PFS applicants.
Published on February 19, 2015