Certification Name : Personal Financial Specialist
Certification ID & Type: 2264 – C – Specialty
Certification Description
CPAs who specialize in personal financial planning can earn a specialist’s designation, the Personal Financial Specialist (PFS). This designation can only be acquired by CPAs who are AICPA members.
Certifying Organization
American Institute of Certified Public Accountants(AICPA)(0003)
1211 Avenue of the Americas, New York, NY 10036-8775
Contact information : 2125966200 Fax : 2125966213
Organization Web Link
Certification Details
More than two years of education or training after high school required? Yes
More than two years of work experience required? Yes
Oral or Written Exam Required? Yes
Renewal Required? Every 3 Years
Renew through Continuing Educational Units(CEU)? Yes
Renew through Re-Examination? No
Renew through Continuing Professional Development(CPD)? No
Does applicant have choice of at least two options from above for renewal (CEU, CPD, or exam)? No
More Certification Information
Certification/ Career/ Job Keywords
CPA, Personal financial specialist