The CPA Personal Financial Specialist (PFS) Credential
Learn about the Personal Financial Specialist (PFS) Credential.
Published on January 30, 2015
Elder Planning Services Useful Web Site Links and Resources
The following list contains links to Web sites of organizations that are referred to on this Community site, as well as others that Elder Planning practitioners may find useful.
Published on August 28, 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 March 27, 2015
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