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Personal Financial Specialist

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Personal Financial Specialist Resources

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Resources

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PFS Live! Workshop
Mar 25, 2024
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Personal Financial Specialist Experienced CPA Pathway
Jan 10, 2024
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PFP Champion Program
Nov 14, 2023
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News

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AICPA Honors Accounting Giant, Sidney Kess, Following Passing
Sep 30, 2023
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14 Financial Planning Tips from AICPA to Act on Before Year-End
Nov 17, 2020
More Personal Financial Planning News will be released in the future
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CPE & Learning

Exam
PFS Experienced CPA Assessment
Scheduled
$135 - $220
More Personal Financial Planning CPE & Learning will be released in the future
More Personal Financial Planning CPE & Learning will be released in the future
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Professional Insights

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Shaping financial planning: PFP support and standards
Mar 28, 2024
AICPA & CIMA Insights Blog
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The quarterback for client services: CPA financial planner
Feb 22, 2024
AICPA & CIMA Insights Blog
More Personal Financial Planning Professional Insights will be released in the future
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