PFSPersonal Financial Specialist
- 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.