All financial planners are not created equal. The AICPA’s Personal Financial Specialist (PFS) Credential is granted exclusively to CPAs who have the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical for providing the most valuable, objective advice possible.
The infographic will guide you through the four steps needed to obtain your PFS credential. Begin with reviewing the PFP Body of Knowledge; determining your best pathway; completing the requirements and finally getting the credential!