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PFS credential preparation

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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PFP Boot Camp: Calculator and Time Value of Money

Get in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.

Course – Online PFS credential preparation

PFP Boot Camp: Estate and Charitable Planning

Written by expert authors, this session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels.

Course – Online PFS credential preparation

PFP Boot Camp: Investment and Education Planning

This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. It will...

Course – Online PFS credential preparation

Personal Financial Planning Boot Camp Bundle

The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement,...

Course – Online PFS credential preparation

PFP Boot Camp: PFP Standards and Responsibilities

This session discusses the professional responsibilities of a CPA financial planner and provides a comprehensive review of the Statement on Standards in Personal...

Course – Online PFS credential preparation

PFP Boot Camp: Personal Financial Planning Process, Concepts and Environment

An introductory session to the personal financial planning process. It reviews methods of gathering client data, the regulatory landscape for personal financial...

Course – Online PFS credential preparation

PFP Boot Camp: Retirement and Elder Planning

Written by an expert author, this session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides...

Course – Online PFS credential preparation

PFP Boot Camp: Risk Management/Employee and Business-Owner Planning

Addressing risk management, this session covers various insurance products, including life, disability and medical insurance, as well as the types of contracts...

Course – Online PFS credential preparation

Personal Financial Specialist Credential Overview

This credential allows CPAs to demonstrate their knowledge and expertise in personal financial planning. This page provides access to key information.

Article PFS credential preparation

Application Kit: A Guide to the AICPA Personal Financial Specialist Credential

This guide provides detailed information on the PFS credential application and exam process including requirements and resources.

Report PFS credential preparation

PFS Body of Knowledge

Eligible business experience and lifelong learning must fall within the nine practice areas comprising the PFS Body of Knowledge presented on this page.

Article PFS credential preparation

CPA/PFS pathway infographic

​This infographic demonstrates the importance of the PFS credential and the four-step process to obtaining the credential.

Article PFS credential preparation