What is the PFS credential?
The AICPA’s Personal Financial Specialist (PFS) credential is for CPA financial planners and CPA tax practitioners who want to formally demonstrate their knowledge and expertise in personal financial planning for individuals, families and business owners.
There are several ways for CPAs to earn the PFS credential, including the new Experienced CPA Pathway for CPAs who qualify with significant experience (see requirements below). This pathway presents a more streamlined exam and demonstrates the same level of