Personal Financial Specialist (PFS)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization The American Institute of Certified Public Accountants (AICPA)
Qualification and Educational Requirements
Prerequisites Candidate must meet all of the following requirements:
  • Be a member of the AICPA
  • Hold an unrevoked CPA certificate issued by a state authority
  • Have at least two years of full-time teaching or business experience (or 3000 hours equivalent) in personal financial planning within the five-year period preceding the data of the CPA/PFS application
Education Requirements Minimum of 75 hours of personal financial planning education within the five-year period preceding the date of the PFS application
Examination Type Final Certification Exam
Continuing Education Requirements 60 hours (or its equivalent) of continuing professional education every three years
Verification, Complaints and Accreditation
Check Designation Status Online None
Investor Complaint Process

Contact the AICPA at (888) 777-7077 or send a letter of complaint to:
220 Leigh Farm Road
Durham, NC 27707
Attn: Professional Ethics Division

Published List of Disciplined Designees Yes at Disciplinary Actions
Accredited By None