PFP Section Benefits for Prospective Members - Overview
Overview:
PFP Community Membership will broaden your technical expertise, improve your professional competence, and help you deliver high-quality, profitable PFP services.
Published on June 19, 2013
Become a Personal Financial Specialist (PFS)
Overview:
More than a financial planner, only CPAs can hold the PFS credential. Combining the trust and expertise of the CPA with the PFS credential will affirm your value to current and potential clients and employers. Expand your professional opportunities with the Personal Financial Specialist credential.
Published on June 19, 2013
AICPA PFS Exam Sponsorship Program
Overview:
The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam.
Published on June 13, 2013
Personal Financial Specialist (PFS) Exam
Overview:
Learn how to prepare for the PFS exam. Ideal if you are a an accounting professional pursuing the Personal Financial Specialist (PFS) credential or a regular CPA looking to improve your financial planning knowledge.
Published on June 13, 2013
CPA/PFS - A Credential By Any Other Name is Not the Same
Article:
An article discussing the benefits of the CPA/PFS credential.
Published on June 05, 2013
An Introduction to Forefield Newsletters
Overview:
Forefield Newsletters is a full-featured, monthly financial planning newsletter service offered to financial professionals to create customized, FINRA-reviewed and fully branded newsletters for clients.
Published on June 05, 2013
PFP Division 2012 Year in Review
Article:
With unprecedented uncertainty in 2012 coupled with the unique opportunity for CPA financial planners to affirm their value by proactively planning for their clients, the AICPA PFP Division has sought to provide the latest information, tools
Published on June 04, 2013
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 May 31, 2013
PFS Credential Exam Registration & Scheduling Terms and Conditions
Overview:
An overview of the critical information needed to register for the PFS exam.
Published on May 08, 2013
CPA/PFS Credential Eligibility Requirements
Overview:
Learn about the program requirements for the Personal Financial Specialist ( PFS) credential.
Published on April 26, 2013
PFP Division 2011 Year in Review
Article:
With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on April 25, 2013
PFS Exam Review Final Study Plan
Tools:
Use this accelerated PFS exam review schedule as a guide to final preparation during your last 2 months before the PFS exam.
Published on April 24, 2013
PFS Exam Review Options
Overview:
Learn about the PFS Exam Review program at the AICPA.
Published on April 16, 2013
PFP & CPA/PFS Education Opportunities
Overview:
Education related opportunities to develop professionally and be prepared for the PFS exam, including partnerships with The American College.
Published on April 05, 2013
PFS Program Overview Flyer
Overview:
A 2 page PDF summary of the current year's PFS requirements and programs.
Published on April 05, 2013