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    What is Unique About a CPA/PFS

    Overview The AICPA stands behind our members and the qualifications and expertise they bring to supporting their clients. CPA financial planners are part of a 125-year old highly regarded profession.
    Published on March 20, 2013

    PFS Logo Usage Guidelines

    Logo Including the AICPA Personal Financial Specialist (PFS) Credential logo on your individual letterhead, business cards, and other marketing materials will enhance your brand recognition as a credentialed financial planning expert and help differentiate your practice.
    Published on January 28, 2011

    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

    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
    Published on April 07, 2014

    Find a CPA PFS Near You

    Directory Find an accredited CPA/PFS who has demonstrated comprehensive knowledge of financial planning combined with extensive tax expertise for a holistic approach to your financial needs.
    Published on April 02, 2013

    Introduction to Insurance and Risk Management

    Article Insurance and Risk Management Planning is the process of identifying the source and extent of an individual's risk of financial, physical, and personal loss, and developing strategies to manage the risk. Reviews help clients understand that life changes affect risk management and insurance coverage.
    Published on January 03, 2011

    FAQs for CPA/PFS Credential Holders

    FAQ Frequently asked questions about the CPA Personal Financial Specialist Credential.
    Published on April 17, 2014

    Registration and Compliance

    Overview Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
    Published on March 06, 2013

    Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you

    Article A career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on August 23, 2013

    PFP Tax News

    News The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on April 07, 2014

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