Personal Financial Specialist
Designation Essentials
Designation Status
Currently offered and recognized by the issuing organization.
Personal Financial Specialist
Qualification and Educational Requirements
Required 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
Required Education
Minimum of 75 hours of personal financial planning education within the five-year period preceding the date of the PFS application
Exam Type
Final Certification Exam
Required Experience
60 hours (or its equivalent) of continuing professional education every three years
Verification and Complaints
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

Public Disciplinary Process
Professional Online Status URL
Accredited By