PFS Designation

The Personal Financial Specialist (PFS) 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:

Requirements
Hold an unrevoked CPA license;
Fulfill 3,000 hours of personal financial planning business experience;
Complete 80 hours of personal financial planning CPE credits;
Complete 80 hours of personal financial planning CPE credits;
Pass a comprehensive financial planning exam; and
Be an active member of 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. 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.