CPA/PFS Profile
Personal Financial Specialist (PFS™) credential | Resources
The Personal Financial Specialist (PFS) credential is granted exclusively to CPAs with tax expertise and comprehensive knowledge of financial planning.
PFS credential handbook | AICPA
The AICPA's Personal Financial Specialist. (PFS™) credential is granted exclusively to CPAs with the powerful combination of extensive tax expertise and ...
What is a Personal Financial Specialist (CPA / PFS)? - Wealthtender
A Personal Financial Specialist (PFS) is a Certified Public Accountant (CPA) with training and experience in the financial planning industry.
Personal Financial Specialist Experienced CPA Pathway - AICPA
What is the PFS credential? ... The AICPA's Personal Financial Specialist (PFS) credential is for CPA financial planners and CPA tax practitioners ...
Get the most out of your CPA/PFS credential.
CPA/PFS credential benefits. Help clients find you. CPA/PFS referral directory. Customize your CPA/PFS referral directory profile to reflect your expertise ...
Why Hire a CPA/PFS? | AFS Financial Group
PFS, or Personal Financial Specialist, is the financial planning specialty credential issued by the American Institute of Certified Public Accountants (AICPA) ...
What Is a Personal Financial Specialist (PFS)? - SmartAsset
The Personal Financial Specialist (PFS) certification helps Certified Public Accountants (CPAs) demonstrate expertise in all aspects of ...
Personal Financial Planners · The Personal Financial Specialist (PFS) certification is only available to certified public accountants (CPAs). · Of the recognized ...
CPA PFS Select the Best - Kuhl Financial Services
The Personal Financial Specialist (PFS) is the financial planning specialty accrediation held exclusively by certified public accountants (CPA's) who are ...
PFS (Personal Financial Specialist) CPD Requirements - MY-CPE
The AICPA's Personal Financial Specialist (PFS) credential is granted exclusively to CPAs with a powerful combination of extensive tax expertise and ...
CPA/PFS Eligibility Requirements - AFO|Wealth Management Forward
A Personal Financial Specialist (PFS) is a certification designated for certified public accountants (CPAs).
Saving humans from financial disaster - ThisWayToCPA
That's because only the PFS requires that planners be CPAs as well, making it a more elite designation. More and more people are looking for a person they can ...
CPA looking to get CFP or PFS. Need advice on which one please!
The people at my firm who have their PFS work mostly on the individual, trust, and estate side of things. I'm looking to make a jump to a ...
AICPA PFP: The "Other" World Of CPA/PFS Financial Planners
That's why the PFS credential is important. All pieces fit: CPA is the profession, financial planning the specialization, the PFP section ...
Why Choose a CPA / PFS Professional?
All financial planners are not created equal. A PFS is more than a financial planner - he or she is a CPA with the powerful combination of extensive tax ...
PFS Designation W/ CPA : r/taxpros - Reddit
I decided to peruse the AICPA's PFS designation while I was at it. I passed the exam and got the certification. I wanted to see if anyone else ...
CPA - Certified Public Accountant - PFS - Personal Financial Specialist
What Is a CPA Personal Financial Specialist? A Certified Public Accountant (CPA) who fulfills the financial planning requirements ...
Personal Financial Specialist (PFS) Eligibility Course (2024) - MY-CPE
Meets 75 hours CPD requirement for PFS designation · Complies AICPA regulations · Makes you eligible for PFS designations in one go *(Other Conditions Applied) ...
The PFS™ credential enhances your credibility with potential and ...
AICPA profile picture. AICPA. Jul 18. . The PFS™ credential enhances your credibility with potential and existing clients. Learn more ...
Personal Financial Specialists: Overview, Requirements, Benefits
Personal Financial Specialist (PFS) is a specialty credential for CPAs who are experts at helping individuals with all aspects of wealth management.