Professional Standards and Ethics
Professional Standards and Ethics discusses the AICPA Code of Professional Conduct. The section also includes the full text of the Statements on Responsibilities in Personal Financial Planning Practice, a source of ethical guidance...
Published on September 25, 2014
Personal Financial Planning Consumer Content
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 September 02, 2014
Why the CPA/PFS Credential
Learn what having the CPA/PFS credential tell your clients.
Published on September 26, 2014
PFS Exam Review Options
Learn about the PFS Exam Review program at the AICPA.
Published on March 05, 2015
CPA/PFS - A Credential By Any Other Name is Not the Same
An article discussing the benefits of the CPA/PFS credential.
Published on April 16, 2014
Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you
A career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on September 16, 2014
PFP & CPA/PFS Learning Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam.
Published on December 08, 2014
PFS Logo Usage Guidelines
Including the AICPA Personal Financial Specialist (PFS) Credential logo on your individual letterhead, business cards, and other marketing materials will enhance your brand recognition as a credentialed financial planning expert and help differentiate your practice.
Published on January 29, 2009
About Us - AICPA PFP
The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
Published on August 21, 2014
Registration and Compliance
Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
Published on August 28, 2014