The Personal Financial Specialists credential demonstrates that an individual has met the minimum education, experience and testing required of a CPA, in addition to a minimum level of expertise in personal financial planning. To attain the PFS credential a candidate must:
To maintain their PFS credential, the recipient must complete 60 hours of financial planning CPE credits every three years. The PFS credential is administered through the AICPA. A PFS credential holder is required to adhere to AICPA’s Code of Professional Conduct, and is encouraged to follow AICPA’s Statement on Responsibilities in Financial Planning Practice.