With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.
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This credential allows CPAs to demonstrate their knowledge and expertise in personal financial planning. This page provides access to key information.
Eligible business experience and lifelong learning must fall within the nine practice areas comprising the PFS Body of Knowledge presented on this page.