ENG25LL09. Adding the PFS Credential – Exploring the Options

Get the answers you want about the Personal Financial Specialist (PFS™) credential.
What is the value of the PFS credential?
How do I get the PFS credential?
Am I qualified to get the PFS credential?
How much does it cost?
How do I maintain my credential?

Learning Objectives:

• Identify how the Personal Financial Specialist (PFS™) credential builds on the CPA foundation to demonstrate expertise in financial planning and integrated tax strategies.
• Identify how holding the PFS credential enhances credibility, demonstrates specialization in financial planning, and positions CPAs as trusted advisors for life transitions.
• Compare the PFS Certificate Pathway (for less experienced CPAs) and the PFS Experienced Pathway (for CPAs with more financial planning experience).
• Identify the annual renewal requirements.