PFS (Personal Financial Specialist)

Qualifications:

• 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