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)
For Summer 2016 exam first time registrants - Register for the PFS Exam Review Course or the complete PFP Boot Camp (on-line, archived, or email us for in-person details) and add the PFS exam to your shopping cart for free.
June 22-24, 2016 PFP Boot Camp (in-person)
June 6, 13, 20, 27, 2016 PFP Boot Camp (online)
July 1 - August 15, 2016 2016 Summer PFS Exam
December 12 - January 27, 2017 2016 Fall/Winter PFS Exam

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

CPA/PFS Credential Holders

CPA/PFS Applicants


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