By Document Type
The CPA Personal Financial Specialist (PFS) Credential
Learn about the Personal Financial Specialist (PFS) Credential.
Published on June 11, 2014
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 April 18, 2014
CPA/PFS Profile Dan Thomas
As chair of the AICPA’s PFS Credential Committee, Dan sat down with Planner to talk about how the CPA/PFS helps influence the CPA financial planner’s work and several other topics.
Published on April 11, 2014
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on July 21, 2014