CPAs who specialize in personal financial planning can earn a specialist's designation, the Personal Financial Specialist (PFS). This designation can only be acquired by CPAs who are AICPA members (binding them to the Code of Professional Conduct), have a minimum of 3,000 hours of financial planning business experience, in addition to continuing education within the last five years and a comprehensive and rigorous personal financial planning exam. More detailed program components are outlined below:
• What is the PFS Credential?
• Why Should I Become a PFS?
• Eligibility Requirements
• PFS Pathway Program - How to Become a PFS [NEW]
• The PFS Case Study & Exam
• Apply for the PFS Credential
• PFS Credential Application Kit
• PFS Credential Recertification Requirements
• Frequently Asked Questions
• Locate a CPA/PFS in Your Area
• NASD Series 65 Waiver for PFS Holders
• AICPA Competency Self-Assessment Tool