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.

    Register by November 17, 2014 to qualify for early bird pricing on the PFS Exam!

    CPA/PFS credential holders have specific qualifications that set them apart from other CPAs and financial planners.

    Complete your CPA/PFS credential application today!

    PFS Exam Resources

    Register Now for the 2014 PFS Exam!
    The PFS Credential Examination is a comprehensive financial planning exam that covers all personal financial planning disciplines. Early bird registration discounts end soon, so reserve your seat today!
    PFS Exam Review Course
    A self-study review course to assist PFS exam candidates as they prepare for the PFS Exam. Recommended 32.5 CPE credit
    Personal Financial Planning (PFP) Section Membership
    PFP Section membership will give you access to the same tools and resources used by PFS credential holders. PFP Section members receive substantial discounts on the PFS Exam and PFS Exam Review Course. Join Today!

    What's your first step toward achieving the CPA exclusive PFS credential? Find out here.

    The most common questions about the PFS credential are answered here.

    Apply for $400 off the cost of the PFS Exam and PFS Exam Review Course

    The Value of a CPA Personal Financial Specialist 

    Our members say it best. Learn about the value of the CPA Personal Financial Specialist (PFS) by watching this brief video.

    More on AICPA TV

    Find a CPA/PFS

    Are you a consumer looking for a CPA/PFS or a CPA/PFS looking for your peers? Find a CPA/PFS here.

    AICPA Membership

    In order to become a Personal Financial Specialist (PFS) you will need to have a CPA license and be a member of the American Institute of CPAs. If you are not already an AICPA member now is a great time to join.
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