Personal Financial Specialist
All 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 certification 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 certification requirements before becoming a CPA/PFS and meet recertification requirements every three years to maintain the certification.
You deserve the best advice when planning your financial future. A personal financial planner must be able to assess your current financial situation, help you determine your financial goals, and work with you to develop and monitor a plan to attain them. You need someone you can rely on to provide trusted, objective and competent advice – someone you 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.
Source: AICPA CPA/PFS 2004
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