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 Training Requirements | |
| Prerequisites | Candidates must be a member of the AICPA in good standing and hold a valid and unrevoked CPA license. Other prerequisites vary based on qualification path. |
| Designation Training Requirements | Training requirements vary based on qualification path. |
| Designation Exam Type | Proctored online or in-person exam |
| Continuing Education Requirements | 120 hours every three years, including 20 hours annually within the PFS field of expertise |
| Verification and Complaints | |
| Online Designation Resource | Online at Member Directories |
| Investor Complaint Process | Forms may be submitted online or via mail. |
| Published List of Disciplined Designees | Online at Disciplinary Actions |
