Pathway to the CPA/PFS Credential

Step 4: Get Credentialed

You now can apply for the PFS credential using the online application. You will attest that you hold an active CPA license, have met the experience requirement, passed the exam and, within the last five years, have a total of 75 hours of PFP-related CPE. If selected in the annual audit of new members, you will need to produce documentation for each of these requirements.