CPA/PFS Credential Eligibility Requirements
Learn about the program requirements for the Personal Financial Specialist ( PFS) credential.
Published on April 26, 2013
CPA/PFS FINRA Series 65 Exam Waiver Information
FINRA Series 65 waiver information for PFS credential holders.
Published on June 27, 2012
Personal Financial Specialist (PFS) Exam
Learn how to prepare for the Personal Financial Specialist (PFS) exam
Published on October 04, 2013
Personal Financial Specialist (PFS) Program Changes
A before and after comparison of changes within the Personal Financial Specialist (PFS) program, including information on the general qualification process, the CPA certificate, exams, experience, and many more areas
Published on February 01, 2010
CPA/PFS Credential Frequently Asked Questions FAQ
Frequently asked questions about the Personal Financial Specialist credential.
Published on August 01, 2013
Personal Financial Specialist Application
The PFS application is used to collect information about a candidate's business experience, lifelong learning, and exam history. This information is used to determine whether the candidate has met the point requirements of the PFS multiple entry point system
Published on June 14, 2010
Other Regulatory Resources
In addition to the information in the PFP Practice Center on registration and compliance issues for financial advisers, consider these other useful resources.
Published on July 12, 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 October 09, 2013
PFS Credential Referral Program
Information about the CPA/PFS credential referral program to promote the credential
Published on February 26, 2013
Young & Emerging CPA Financial Planners
Learn why a career as a CPA financial planner or Personal Financial Specialist may be right for you
Published on September 20, 2013