Exchange Currency

Personal Financial Specialist

PFS. A Certified Public Accountant who also offers financial planning services. Personal Financial Specialists must complete an exam, have at least three years of financial planning experience, and submit recommendations before certification. The title is authorized by the American Institute of Certified Public Accountants.

Related information about Personal Financial Specialist:
  1. Overview of the Personal Financial Specialist (PFS) Credential
    PFS Credential Directory: FindaCPA/PFS.com. The Personal Financial Specialist (PFS) program allows CPAs to demonstrate their knowledge and expertise in ...
     
  2. PFP
    The Personal Financial Specialist (PFS) program adds credibility to your exemplary expertise in personal financial planning, whether you specialize in providing ...
     
  3. Become a Personal Financial Specialist (PFS)
    A CPA/PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of ...
     
  4. Personal Financial Specialist (PFS) Definition | Investopedia
    Successful Personal Financial Specialist (PFS) applicants earn the right to use the PFS designation with their names, which can improve job opportunities, ...
     
  5. What is Personal Financial Specialist? definition and meaning
    Definition of Personal Financial Specialist: PFS. A Certified Public Accountant who also offers financial planning services. Personal Financial Specialists must ...
     
  6. Should You Become a Personal Financial Specialist?
    Oct 22, 2009 ... The AICPA's new Personal Financial Specialist (PFS) examination is now available as a live program in the AICPA offices in Lewisville (Dallas) ...
     
  7. What Does a Personal Financial Specialist Do?
    A personal financial specialist is an accountant who helps individuals plan and manage their financial resources. The specific title of personal financial specialist ...
     
  8. Best Personal Financial Specialist (PFS)s. Compare, reviews ...
    Find and compare Personal Financial Specialist (PFS) based on location, firm, assets managed, fees, work history, and more.