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PFS credential preparation

Personal Financial Specialist Credential Overview Logo aicpa

  Free |   AICPA |   2016 |   AICPA.org

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

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