Personal Financial Specialist (PFS)

The PFS ™ credential highlights your tax expertise and comprehensive knowledge of financial planning. All areas of personal financial planning — estate, retirement, investments and insurance — have tax implications, and only CPA/PFS professionals have the experience, ethics and expertise to get the job done right. - Become recognized for providing financial planning services by prospects, clients and referral sources - Affirm your value to current and potential clients and employers - Indicate your continual dedication to delivering the best service possible to your clients by honing your financial planning skills and expertise **Requirements:** - Maintain AICPA membership in good standing - Hold a valid and unrevoked CPA license - Determine your best pathway — standard, certificate or experienced You’ll then complete the experience, education and examination requirements for that pathway. Once requirements are met, you can apply online for the credential. Once you get the credential, you’ll have access to additional benefits. - The PFS credential mark after your name - A digital badge to display on your website and social media platforms - The online Membership and Credential holder directory - Free CPD with access to the PFP video and podcast library - A community of fellow CPAs who are financial planners