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

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. Learn More>>

PFS: A Credential by Any Other Name is Not the Same

CPA financial planners begin the process with one leg up on the competition with those three letters, C-P-A. Studies have consistently shown that CPAs have earned a valued place as one of the most trusted advisors to individuals and businesses alike. Learn More>>

Exclusive PFS Credential Holder Benefits

As a Personal Financial Specialist (PFS), you have access to valuable tools and information to (1) communicate and share information directly with others holding the PFS credential, (2) make the best use of your skills, and (3) enable you to better market yourself. Learn More>>