Overview of the Personal Financial Specialist (PFS) Credential 

                                                                                PFS Credential Directory:

    The Personal Financial Specialist (PFS) program allows CPAs to demonstrate their knowledge and expertise in personal financial planning. Whether a CPA specializes in personal financial planning with their clients or interacts with other financial planning professionals, the CPA/PFS credential adds credibility. CPA/PFS credential holders have a specific experience, education and examination requirement that sets them apart from other CPAs and financial planners.

    Download a 2 page summary with all the details about the 2013 PFS programs.

    CPA/PFS Credential Overview:

    CPA/PFS Credential Pathway: 

    6 self-study courses - 131 CPE hrs.
    Take what you need!

    Exam Review Options:
    Self-study course - 32.5 CPE hrs.
    In-person PFP Boot Camp
    May 14-16, 2014 in Denver, CO
    November 5-7, 2014 in Columbus, OH

    Online/On-demand Choices
    Audio recording of June 2013 review
     class (no CPE)
    Virtual group class
    May 5,12,22, and 29, 2014
    November 3, 11, 18 and 24, 2014
    Study the way you learn best!

    Register now for the 2014 PFS Exam:
    Summer:  June 19 - July 31, 2014
    Fall/Winter:  Dec. 15, 2014 - Jan. 26, 2015
    Apply for the $200-600 Exam Sponsorship

    Have you passed another
    comprehensive financial planning exam? 
    Check the CPA/PFS
    eligibility requirements
    to see if you qualify
    without taking the PFS Exam

    PFS Credential holders...
    Have you referred a CPA/PFS applicant
    or a PFS exam taker yet?
    Get a 100% PFS dues credit for each qualified referral;
    make 10 referrals and you are paid for a decade!



     All financial planners are not created equal. A CPA/PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning.

    This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

    Copyright © 2006-2014 American Institute of CPAs.