Personal Financial Specialist Application

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To qualify for the PFS credential, a CPA must have (1) experience in the field of personal financial planning, (2) CPE or other educational experiences in the PFP field, and (3) show proof of successful completion of one of 6 qualifying exams. These requirements are detailed in the PFS Credential Handbook. (Although the business experience and educational requirement must be met over the last 5 years, the qualifying exam does not have to be within the last 5 years.) PFS Credential Handbook If qualified for the PFS, you should complete the application and fax to (800) 362-5066 or email/scan to pfs@aicpa.org. International applicants – fax number - (919) 419-4795 PFS Application CPAs who do not have one of the qualifying exams for the PFS credential might consider one of the NASD exams that do not require NASD member firm sponsorship: the Series 65 or the Series 66. Individuals without NASD firm sponsorship can go to the NASD webpage to complete Form U10 to take either the Series 65 or the Series 66. Information about submitting the U10 form and links to the form can be found here. Information on signing up for a test location can be found on the NASD site here. Information and outlines of the exam content are available on the NASAA webpage here. Private vendors that provide study materials are listed on the NASAA webpage here.




Copyright © 2007 by the American Institute of Certified Public Accountants, Inc., New York, New York.