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PFS Personal Financial Specialist

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PFS Personal Financial Specialist

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Paladin Peer Group Rating
For Investors For Sponsors
  • Credentials (Letters): PFS
  • Credentials (Full Name): Personal Financial Specialist
  • Type of Knowledge: Financial Planning
  • Sponsor for Credential: American Institute of Certified Public Accountants
  • Sponsor/Credential Website: https://www.aicpa.org/
Program Information
  • Prerequisites: AICPA member, CPA certificate, related education and experience
  • Curriculum: Estate planning, retirement planning, investing, insurance and general personal financial planning
  • Type of Study: Online, Conferences, Self study
  • Estimated Completion Time: Varies
  • Examination Requirements: 6 1/2 hour exam, proctored
  • Continuing Education Requirements: 60 hours every 3 years
Investor Functions
  • Advisor Look-Up: None
  • Investor Education: None
  • Telephone: 888-777-7077
  • Email: service@aicpa.org
  • Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.
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