The CPA Personal Financial Specialist (PFS) Credential 

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    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. 

    The Personal Financial Specialist (PFS) program allows CPAs to gain and demonstrate competence and confidence in providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners through experience, education, examination, and a resulting credential.

    Upcoming Key Dates & Events (view additional learning opportunities)
    June 19-July 31, 2015 Summer PFS exam window
    Dec 18-January 31, 2016  2015 Fall/Winter PFS Exam

    Why CPA/PFS?   Pathway: 1. Learn   2. Get Tested   3. Get Credentialed

    CPA/PFS Credential Holders

    CPA/PFS Applicants

    PFS Roadmap

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