The CPA Personal Financial Specialist (PFS) Credential 


    /_catalogs/masterpage/Gateway.aspx?GAURI=http://login.secure.aicpaloginservice.org/GetAccess/Pmda?MDURI=aHR0cDovL3d3dy5haWNwYS5v                                                                          PFS Credential Directory: FindaCPAPFS.org
                                                                                                                    

    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)
    November 24 PFP Boot Camp virtual group study class
    December 15 - January 26, 2015 Winter PFS exam window  
    January 18, 2015 PFS media training - in-person at the PFP Conference (register)
    January 19-21, 2015 Advanced PFP Conference 
    June 17-19, 2015 PFP Boot Camp in-person class - Denver, CO
    June 19-July 31, 2015 Summer PFS exam window

    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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