CPA financial planners demonstrate expertise with PFS credential.
CPA financial planners have an advantage over non-CPA financial planners because they possess a broader range of experience and follow the AICPA's strict code of ethics. To assist CPAs with demonstrating that breadth of expertise, skills and integrity, the AICPA introduced the Personal Financial Specialist credential.
The PFS credential distinguishes CPA financial planners amongst the alphabet soup of other credentials or those that dabble in the practice. Most of all, the marketplace recognizes the PFS credential as a leading designation held by CPAs that proves the highest level of competency in financial planning. Targeted communications, technical guidance and marketing tips are designed specifically to support PFS credential holders.
In addition, the credential continues to gain greater visibility in high-profile media. Jane Bryant Quinn, the personal finance author, spotlighted the PFS in her new book and Newsweek column. In the past year, PFS has received coverage in the Washington Post, Reuters, Dow Jones, Chicago...
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