Personal Financial Specialist (PFS)A PFS is more than a financial planner—he or she is a CPA with the powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
To register for the PFS program please visit the AICPA website. The Keir review materials for this program will be ordered for students upon registration with the AICPA.