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    PFP & CPA/PFS Learning Opportunities

    Overview Education related opportunities to develop professionally and be prepared for the PFS exam.
    Published on April 17, 2014

    Personal Financial Planning & CPA/PFS Webcasts

    Webcast Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.
    Published on April 18, 2014

    CPA/PFS Credential Recertification

    Overview Every three years, CPA/PFS credential holders are required to certify that they meet the continuing education and membership requirements of the credential.
    Published on April 18, 2014

    PFP Member Discounts

    Product One of the valuable benefits of being a member of the PFP Section is the discounts that you receive on a variety of AICPA and third-party products and services. Click on any one of these for more information.  Please note
    Published on September 20, 2013

    Getting Started on the PFS Credential - Education

    Assessment Information about the PFS Education Requirements
    Published on October 23, 2012

    Financial Literacy Helping Americans Understand Their Personal Finances

    Overview The AICPA promotes financial literacy by helping Americans understand their personal finances and develop money management skills.
    Published on April 11, 2014

    Overview of the Personal Financial Specialist (PFS) Credential

    Overview A summary page with links to all necessary information relating to the PFS credential program.
    Published on April 18, 2014

    CPA/PFS Credential Eligibility Requirements

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

    PFP Practice Center

    Overview The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before. Has your firm struggled with how to efficien
    Published on January 10, 2014

    Estate Planning

    Overview Clients are very concerned with planning their estate. Find out more about providing the Estate Planning services that will provide peace of mind for your clients.
    Published on September 17, 2013

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