Aicpa pfs designation
Personal Financial Specialist (PFS) List April 1995
PERSONAL FINANCIAL SPECIALIST (PFS) LIST. April 1995. The. attached is. a. list. of. members. of the. American Institute. of. Certified Public. Accountants (AICPA ...
[PDF File]PERSONAL FINANCIAL PLANNING BODY OF KNOWLEDGE - AICPA
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for comprehensive PFS exam, PFS . certificate exams and PFS experienced . CPA assessment. Updated January 2021 . This publication has not been approved, disapproved, or otherwise acted upon by any senior technical committees and does not represent an official position of the American Institute of Certified Public Accountants. It is distributed ...
[PDF File]PFS credential handbook - AICPA
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7 PFS handbook — A guide to the AICPA Personal Financial Specialist credential CPA/PFS Body of Knowledge Eligible business experience and education and lifelong learning must fall within the 12 practice areas comprising the CPA/PFS Body of Knowledge. Note that while income tax planning does not appear as a separate topic, both taxation and income tax planning are covered as a part of each ...
[PDF File]McMill CPA and Advisors
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Personal Financial Specialist (PFS) In order to qualify as a Personal Financial Specialist (PFS), applicants must pass an examination in regard to financial planning prescribed by the American Institute of Certified Public Accountants (AICPA), be a CPA, be a member of the AICPA in good standing, and meet experience requirements. The PFS designation is a designation that is prescribed by the ...
CPA PFS: Personal financial candidates'handbook: a guide ...
The PFS designation distinguishes CPAs who specialize in PFP. The addition of the PFS credential displays a higher level of skills and knowledge, enhancing your marketing efforts. To support your efforts, you receive a number of benefits, described below: Exclusive PFS List. Your name and telephone number is included in a geographic listing supplied to potential clients who call the AICPA for ...
[PDF File]David C. Sego, CPA/PFS, CFP Managing Director, Weaver ...
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Certified Financial Plann er; holds the AICPA's PFS designation recognizing his expertise in financial planning Professional Involvement and Recognition Member, Texas Society of Cert ified Public Accountants (TSCPA), Dallas c hapter Member, American Institute of Certified Public Accountants (AICPA) Member, Institute of Certified Financial Planners Board member, several charitable and …
[PDF File]Patricia A. Thompson, CPA, MST, PFS Tax Partner
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1996 received Personal Financial Specialist (PFS) designation from the AICPA (Continued on next page) Patricia A. Thompson, CPA, MST, PFS Tax Partner (Continued) Other Activities Rhode Island Society of CPA’s: Served on Board of Directors Served as Secretary, Treasurer, Vice President and President Past Chair Federal and State Tax Committee Member of Federal and State Tax Committee …
[PDF File]Disclosure Brochure Form ADV Part IIB Brochure Supplement
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Tom is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS). To attain the CPA designation, the requirements are to have received a bachelor’s degree, completed 24 credits in accounting, complete two years of experience including 800 hours of audit or related experience in a CPA firm and must pass the CPA Exam. To maintain his CPA designation, he must remain a CPA in ...
[PDF File]Pat Milligan, CPA, PFS, CGMA
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He is also a Chartered Global Management Accountant (CGMA), a designation accredited by the AICPA and Chartered Institute of Management Accounts for individuals with concentrated experience and education in the management accounting arena. He is currently serving his third term as a member of the firm’s Board of Directors. Pat was designated as one of the top 100 most influential ...
[PDF File]JOSEPH B. MATHESON MBA, CPA, ABV, CVA, DABFA, FACFEI, CITP ...
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PFS – Personal Financial Specialist Designation – AICPA CFF – Certified in Financial Forensics – AICPA CFE – Certified Forensic Examiner National Honors, November 1984 CPA Exam – Elijah Watt Sells Award (Top 100 scores in the USA) State Honors, November 1984 CPA Exam – J. H. Cohn Award Nominee (Top 5 scores in New Jersey) Member in good standing: American Institute of Certified ...
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