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 1,400 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.

What Is the PFS Credential?

The AICPA has established a credential for CPAs who specialize in personal financial planning (PFP). The personal financial specialist (PFS) credential is granted exclusively to CPAs with considerable PFP experience who want to demonstrate their knowledge, skill, and experience by earning this exclusive credential. Learn More>>

Why Should I Become a PFS?

The Personal Financial Specialist (PFS) credential distinguishes CPAs who specialize in personal financial planning. In addition, the PFS credential shows a higher level of skill and knowledge, enhancing your marketing efforts. Learn More>>

How Do I Become a PFS?

Find out more about the requirements for the PFS credential, access the PFS Credential Handbook, and information on the PFS application. Learn More>>

NASD Provides a Waiver for Holders of the PFS Credential

PFS (Personal Financial Specialist) members, registered with The National Association of Securities Dealers, Inc. (NASD), may qualify to receive a waiver of the Series 65 exam. Learn More>>

The AICPA Competency Assessment Tool

The AICPA Competency Self-Assessment Tool (CAT) provides current and future CPAs with a basis for self-assessment and career planning. CAT supports learning development that addresses the competencies—knowledge, skills and abilities—important to CPAs in alignment with the core values and competencies expressed in the CPA vision. Learn More>>  

Locate a CPA/PFS in Your Area

The individuals included on this site are members of the American Institute of Certified Public Accountants who are entitled to use the Personal Financial Specialist (PFS) designation. A CPA is granted this designation only after demonstrating experience in personal financial planning services and meeting other accreditation requirements established by the AICPA. Learn More>>