Personal Financial Specialist

Mastering Financial Futures with the CPA PFS: Dive deep into the world of Personal Financial Specialists, where CPA expertise meets comprehensive financial planning. With rigorous training, a commitment to ethical standards, and a tailored approach to financial uncertainties, the CPA PFS stands as a beacon for those seeking clarity and direction in their financial journey. Embrace a future where financial concerns are transformed into peace of mind.

The Personal Financial Specialist Difference

What Keeps You Up At Night?

PFS (Personal Financial Specialist)


• Hold an active and unrevoked CPA license and be a member of the AICPA.
• Complete 75 hours of personal financial planning CE
• Fulfill 3,000 hours of personal financial planning business experience
• Pass the PFS Examination
• Adhere to the AICPA’s Code of Professional Conduct
• Adhere to the AICPA’s Statement of Standards in Personal Financial Planning Services
• Complete 60 hours of personal financial planning CE every three years