Personal Financial Specialist (PFS) is the financial planning specialty
accreditation held exclusively by Certified Public Accountants (CPAs)
who are members of the American Institute of Certified Public Accountants
financial planners are not created equal. You need a trusted adviser
to help sort through complex financial decisions and develop sound
strategies for a secure financial future. The PFS credential was
established for CPAs who specialize in personal financial planning
and is awarded exclusively to AICPA members who have demonstrated
considerable experience and expertise in that area. A CPA must meet
certain requirements before becoming a CPA/PFS and meet certain
requirements every three years to maintain the certification. As
of today, the AICPA has granted only approximately 3,800 CPA/PFS
deserve the best advice when planning your financial future. A CPA
financial planner must be able to assess your current financial
situation, help you determine your financial goals, and help
you develop and monitor a plan to attain them. You need someone
you can rely on to provide trusted, objective, and competent advice—someone
who has built a reputation on those very qualities. A CPA/PFS combines
a century of trusted advice with today's cutting edge financial
strategies to help you assess your current financial situation,
define your financial needs and goals, and develop and monitor a
plan to meet your goals.
a CPA Financial Planner?
have been trusted and competent financial professionals for more
than 100 years, helping individuals and businesses thrive in an
increasingly complex financial environment. In a nutshell, CPAs
who provide personal financial planning services are able to combine
their financial savvy and professional integrity in developing the
creative planning strategies you need for financial peace of mind.
The hallmarks of this profession include:
are educated in a variety of financial topics and must meet annual
continuing education requirements.
addition to auditing and taxation, CPAs typically have a solid,
broad-based financial background.
must conform to their state's code of ethics to maintain their
professional licenses. This means you receive competent objective
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