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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: 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

Fundamentals of Estate Planning, 15th Edition

This publication provides a complete overview of the main topics of estate and gift tax planning, including the nature, valuation, transfer, administration and...

Publication PFS credential preparation

Fundamentals of Investments for Financial Planning, 8th Edition

This publication will enhance your knowledge on the principles of investments and their application to financial planning. Topics discussed include risk analysis,...

Publication PFS credential preparation

Financial Planning: Process and Environment, 6th Edition

This publication provides an overview of the financial planning needs, including risk tolerance, time-value-of-money concepts, regulatory issues, and more. 

Publication PFS credential preparation

Fundamentals of Insurance Planning, 6th edition

This publication covers the basic concepts of insurance planning.

Publication PFS credential preparation

Planning for Retirement Needs, 13th edition

This publication covers the basic concepts needed to discuss your client's retirement planning needs. 

Publication PFS credential preparation

Fundamentals of Income Taxation, 12th edition

This publication addresses specific areas in the tax process that are needed for financial planning.

Publication 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