WHY USE A CPA/PFS FOR FINANCIAL PLANNING?

A CPA/PFS has an unparalleled understanding of how to help clients benefit from today’s complex decisions about taxes, retirement, estate planning, investments and insurance.

THE CPA/PFS CREDENTIAL HOLDER

The Personal Financial Specialist (PFS) credential is the only financial planning credential that requires having a CPA license first. The AICPA grants the PFS only to those CPAs who have had specialized financial planning education and thousands of hours of real-world experience:

  • 3,000 hours of business experience in financial planning
  • 80 hours of financial planning education
  • Passing of a comprehensive financial planning exam

Licensed CPAs have long been considered the standard for financial knowledge, objectivity and integrity, prepared to handle the most demanding tax situations. A Personal Financial Specialist (PFS) credential can only be earned by CPAs, and it requires additional education, real-world experience and extensive knowledge to pass a rigorous exam. A CPA/PFS has an unparalleled understanding of how to help clients benefit from today’s complex decisions about taxes, retirement, estate planning, investments and insurance. Anyone planning their financial future will sleep better knowing their plan is CPA Strong.

All financial planners are not created equal. A Personal Financial Specialist is more than a financial planner – he or she is a CPA armed with the combination of extensive tax expertise and comprehensive knowledge of financial planning. 

As a trusted advisor, a CPA (Certified Public Accountant) is in a unique position to provide objective recommendations so you can make informed decisions. 

 

A Personal Financial Specialist is more than a financial planner – he or she is a CPA armed with the combination of extensive tax expertise and comprehensive knowledge of financial planning.