Chools - Dalilna | Certified Public Accountant and Personal Financial Specialist (CPA and PFS)

About Course

A Certified Public Accountant and Personal Financial Specialist (CPA and PFS) course is a training program that prepares CPA professionals to provide comprehensive financial planning services to their clients. The course covers the 12 areas of personal financial planning, such as tax planning, retirement planning, estate planning, investment planning, risk management, and education planning. After completing the course, candidates can take the CPA and PFS exam and apply for the CPA and PFS designation.

Eligibilities

The Certified Public Accountant and Personal Financial Specialist (CPA and PFS) course is a dual certification program for CPAs who want to specialize in personal financial planning. According to the AICPA, the organization that offers the CPA and PFS credentials, 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.