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    CPA/PFS Credential Eligibility Requirements

    Overview Learn about the program requirements for the Personal Financial Specialist ( PFS) credential.
    Published on April 26, 2013

    Personal Financial Planning Consumer Content

    Overview Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area
    Published on April 07, 2014

    CPA/PFS FINRA Series 65 Exam Waiver Information

    Overview FINRA Series 65 waiver information for PFS credential holders.
    Published on April 17, 2014

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam
    Published on April 18, 2014

    CPA/PFS Credential Application Pricing

    Application The PFS Credential Pricing provides information about credential fee pricing guidelines.
    Published on April 17, 2014

    Personal Financial Specialist (PFS) Program Changes

    Guidance A before and after comparison of changes within the Personal Financial Specialist (PFS) program, including information on the general qualification process, the CPA certificate, exams, experience, and many more areas
    Published on February 01, 2010

    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants
    Published on April 17, 2014

    Personal Financial Specialist Application

    Overview The PFS application is used to collect information about a candidate's business experience, lifelong learning, and exam history. This information is used to determine whether the candidate has met the point requirements of the PFS multiple entry point system
    Published on June 14, 2010

    Other Regulatory Resources

    Link In addition to the information in the PFP Practice Center on registration and compliance issues for financial advisers, consider these other useful resources.
    Published on July 12, 2013

    AICPA PFS Exam Sponsorship Program

    Overview The AICPA PFP Section is offering sponsorships to help with the costs associated with the candidates taking both the PFS Exam Review Course and the PFS Exam
    Published on March 18, 2014

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