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    CPA/PFS Credential Referral Program

    Overview Earn a 100% PFS Credential dues credit simply by referring CPAs to become a CPA/PFS or sit for the exam
    Published on August 12, 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 October 27, 2014

    PFS Credential Referral Program

    Overview Information about the CPA/PFS credential referral program to promote the credential.
    Published on August 13, 2014

    Getting Started on the PFS Credential - Experience

    Assessment Learn about the Experience requirements of the PFS credential.
    Published on April 23, 2014

    Contact Us

    Overview If you require additional information, would like to give us feedback, or have questions about our products and services, please contact us by phone or e-mail.
    Published on May 20, 2014

    Getting Started on the PFS Credential

    Assessment Learn the steps to get started with the PFS credential.
    Published on April 23, 2014

    The CPA Personal Financial Specialist (PFS) Credential

    Overview Learn about the Personal Financial Specialist (PFS) Credential.
    Published on November 26, 2014

    Additional Legislative/Regulatory Topics

    News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
    Published on August 28, 2014

    AICPA Proposal to Modify Return Due Dates

    Comment Letter ...timely receipt of Schedule K-1 information by owners of pass-through entities. This effort attempts to further the purpose of the recent regulation project that changed the extended due dates of calendar year partnership and trust tax returns to September 15
    Published on June 29, 2010

    Taking A Fresh Look At Reverse Mortgages

    Webcast Michael Kitces discusses strategies for the use of reverse mortgages and when they might be an appropriate vehicle in a personal financial plan.
    Published on June 20, 2013

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