Chools - Dalilna |Personal Financial Specialist (PFS)

About Course

course is a type of education that prepares certified public accountants (CPAs) to offer financial planning and wealth management services to their clients. The course covers topics such as estate planning, retirement planning, investing, insurance, and tax strategies. The course also helps CPAs prepare for the PFS exam, which is one of the requirements to obtain the PFS credential from the American Institute of Certified Public Accountants (AICPA).

Eligibilities

Course is a certification program for CPAs who want to specialize in financial planning. According to the AICPA, the organization that offers the PFS credential, the eligibility requirements are as follows: You must have a valid CPA license and be a current member of the AICPA. You must have at least two years of full-time or equivalent experience in personal financial planning or related fields. You must complete at least 75 hours of financial planning education in the PFS Body of Knowledge categories within the five years before applying for the credential. You must pass a PFP-related exam, such as the PFS exam, the PFP Certificate exams, or the PFS Experienced CPA Assessment.