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.
This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Register by November 17, 2014 to qualify for early bird pricing on the PFS Exam!
CPA/PFS credential holders have specific qualifications that set them apart from other CPAs and financial planners.
Complete your CPA/PFS credential application today!
Statement on Standards in Personal Financial Planning Services
University Program in Personal Financial Planning
Young & Emerging CPA Financial Planners
5-Steps to a Career as a CPA Financial Planner
Our members say it best. Learn about the value of the CPA Personal Financial Specialist (PFS) by watching this brief video.
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Are you a consumer looking for a CPA/PFS or a CPA/PFS looking for your peers? Find a CPA/PFS here.