- Type Certification
- Level Intermediate
- Time Years
- Cost Paid
Personal Financial Specialist (PFS™) Credential
Issued by
American Institute of CPAs
CPAs who earn the AICPA's Personal Financial Specialist (PFS™) credential badge specialize in financial planning with individuals, families, and business owners, through all the ins and outs of life. Badge holders advise and assist clients in planning the areas of their lives, such as taxes, investments, estates, retirement, and insurance. Credential holders commit to continued development in these areas as well as charitable, elder, college/education, and employee benefit planning.
- Type Certification
- Level Intermediate
- Time Years
- Cost Paid
Skills
Earning Criteria
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Member of American Institute of Certified Public Accountants ("AICPA"), and subject to the AICPA's Code of Professional Conduct
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Complete at least 20 hours of continuing professional development within the credential body of knowledge annually