This site uses cookies to store information on your computer. Some are essential to make our site work; others help us improve the user experience. By using the site, you consent to the placement of these cookies. Read our privacy policy to learn more.

PFS credential preparation

Personal Financial Specialist Credential Overview Logo aicpa

  Free |   AICPA |   2016 |

The Personal Financial Specialist (PFS) credential allows CPAs to demonstrate their knowledge and expertise in personal financial planning. Whether a CPA specializes in personal financial planning with their clients or interacts with other financial planning professionals, the CPA/PFS credential adds credibility. CPA/PFS credential holders have a specific experience, education and examination requirement that sets them apart from other CPAs and financial planners.This page provides you access to information on:

  • Requirements
  • Pathway to the credential
  • Exam
  • Benefits 
  • Dues
Topics covered:
  • Personal financial planning: PFS credential preparation