The experience pathway to the Personal Financial Specialist (PFS) credential | Tax Section Odyssey
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The experience pathway to the Personal Financial Specialist (PFS) credential | Tax Section Odyssey

3 months ago · 14 min watch

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The AICPA’s Personal Financial Specialist (PFS) credential is a value accreditation for CPA financial planners and CPA tax practitioners who want to formally demonstrate their knowledge and expertise in the field of personal financial planning (PFP) for their individual, family and business clients.

There are several pathways available for CPAs to earn the PFS credential, including the new Experienced CPA Pathway — specifically geared toward CPAs who qualify for earning the credential with significant experience. This pathway presents a more

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