Cpa pfs designation
CPA PFS: Personal financial candidates'handbook: a guide ...
Benefits of Having the PFS Designation 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 …
[PDF File]The CPA’s guide to Investment advisory business …
https://info.5y1.org/cpa-pfs-designation_1_579a16.html
The CPA/PFS program allows CPAs to gain and demonstrate competence and confidence in providing estate, tax, retirement, risk management, and/or investment planning advice to individu- als, families, and business owners through experience, education, examinat ion, and a resulting cre-
[PDF File]Steven M. Berkson, CPA/PFS, CFP 818-713-8060 www.berkson ...
https://info.5y1.org/cpa-pfs-designation_1_4720cf.html
The PFS designation is awarded by the American Institute of Certified Public Accountants, to CPAs who specialize in helping individuals plan all aspects of their wealth. Individuals earn the right to use the PFS designation when they complete a specified course of study and pass a qualifying examination.
[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 …
[PDF File]PFS credential handbook - AICPA
https://info.5y1.org/cpa-pfs-designation_1_0c62c4.html
To maintain an active CPA/PFS credential, and maintain access to all of the accompanying resources and tools, CPA/PFS credential holders must pay an annual renewal fee and meet the following CPA/PFS recertification requirements annually: 1. Regular AICPA membership in good standing 2. Valid and unrevoked CPA permit, license or certificate
Personal financial specialist candidates handbook: a guide ...
booklet, PFS candidates should have a better understanding of the PFS requirements and what to expect on the examination. We encourage all CPA financial planners to become Personal Financial Specialists. PFS is a new designation that is gaining recognition for …
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