The CPA Personal Financial Specialist (PFS) Credential 

    /_catalogs/masterpage/Gateway.aspx?GAURI=                                                                          PFS Credential Directory:

    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 16 & 23, 2015
    December 7 & 14, 2015 
    Online PFP Boot Camp
    Dec 9-11, 2015  In-person PFP Boot Camp in Columbus, OH
    Dec 14-January 29, 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

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