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 February 24, 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 February 05, 2014
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on February 27, 2014
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