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    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

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Fiancial Specialist (PFS) Credential.
    Published on April 18, 2014

    CPA/PFS Profile Dan Thomas

    Article 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

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on February 27, 2014

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