PFP Section and CPA/PFS Credential 

The Personal Financial Planning (PFP) membership and the Personal Financial Specialist (PFS™) credential are for professionals specializing in estate, tax, retirement, risk management/insurance and investment planning.



Become a PFP Section Member

Join the PFP Section for resources
to serve clients better and enhance
your practice. Learn more >>

PFP Section Members

Make the most of your section benefits.
Get Started >>

Become a CPA/PFS

Credential Holder

Demonstrate your knowledge and
expertise in personal financial
planning. Learn more >>

CPA/PFS Credential Holders

Access your credential holder
benefits and tools (in addition to your
PFP Section benefits). Get started >>

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