Personal Financial Specialist

American Institute of Certified Public Accountants

The AICPA has established the Personal Financial Specialist (PFS) credential for CPAs who specialize in personal financial planning. This designation can only be acquired by CPAs who are AICPA members, have business experience and lifelong learning within the five-year period preceding the date of application in addition to passing any one of six financial planning related exams. Personal Financial Specialists strive to demonstrate their knowledge, skill and experience by earning this exclusive credential.