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PFP Home > Membership > Top Ten Reasons to Become a PFS
Top Ten Reasons to Become a PFS

Earning the PFS credential is a significant investment in your career that demonstrates your commitment to experience and continuing education in financial planning. There are several reasons why it is important for CPAs who provide PFP services to consider obtaining the PFS credential. These include:

 

(10) Personal financial planning is a core competency for CPAs—PFS is the only personal financial planning credential specifically designed for CPAs and the unique perspective they bring to the practice.

 

(9) Every financial planning firm needs at least one PFS credential holder. This allows you to expand your knowledge base and enhance your marketing and business development opportunities.

 

(8) The AICPA has a dedicated team and infrastructure focused on making the PFS credential successful.

 

(7) The AICPA is developing tools to help you market your services in your local community, such as the Disaster Recovery Guide and articles on current issues and topics.

 

(6) The AICPA is currently enhancing a national referral service for PFS credential holders.

 

(5) PFS credential holders have an online forum in which to share ideas, debate, network, and communicate. Visit the CPA Financial Planner Discussion Forum.

 

(4) The home for PFS financial planners is the AICPA, the premier resource for tools, education, and standards for the community of CPA financial planners.

 

(3) PFS is a mark of excellence and THE credential for CPA financial planners who have demonstrated their commitment to using best practices and standards in financial planning. Differentiate yourself from your peers! See the Prudent Investment Practices Handbook as one example of the practices investment fiduciaries should follow.

 

(2) A PFS credential allows you to differentiate yourself from the field of non-CPA financial planners. Be different and offer your unique perspective as a CPA, blending business acumen with financial planning prowess.

 

(1) Only a CPA can be a PFS and only the AICPA is the home for CPAs—come home to the AICPA for your financial planning needs! Give us an opportunity to show you the value we can provide to you as a CPA Financial Planning Specialist.