Personal Financial Specialist (PFS)

Issued by The American Institute of Certified Public Accountants (888-777-7707, www.aicpa.org). The PFS program allows CPAs to demonstrate their knowledge and expertise in personal financial planning. A PFS must be a CPA (active or inactive) and member of the AICPA, pass an exam (although those holding a CFP® or ChFC are exempt), has two years relevant experience, and complete 80 hours Financial Planning education in five years preceding the awarding of the designation. Continuing Education Requirements: must recertify every three years; maintain CPA and AICPA good standing, complete 60 hours continuing education, and reaffirm commitment to AICPA guidelines.