PFS — Personal Financial Specialist
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Existence confirmed only.
- Issuer
- AICPA
- Industry
- Finance & Accounting
- Domain
- Wealth Management & Financial Planning
- Level
- Expert
- Exam fee
- USD credential application fee
Prerequisites & eligibility
Requires holding: US CPA.
Experience: Valid CPA licence, AICPA membership, 3,000 hours of planning experience (2 years) and 75 hours of planning education
Training: 75 hours of personal financial planning education
Renewal & maintenance
Valid for 1 year, 20 CPE credits per cycle. Renew by cpe.
Annual renewal with planning-related CPD
Recognition
AICPA planning credential for CPAs who provide wealth advice
Related certifications
- CII APFS CII Advanced Diploma in Financial Planning (Chartered Financial Planner)
- CPWA Certified Private Wealth Advisor
- IWI CIMA Certified Investment Management Analyst (CIMA)
Career paths that include PFS