Pfs credential
[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 ...
Guide to CPA Services
CPA with the AICPA’s Personal Financial Specialist (PFS™) credential. PFS credential holders specialize in personal financial planning. Your CPA will help you learn how to make the most of today, and prepare for tomorrow.
[PDF File]Disclosure Brochure Form ADV Part IIB Brochure Supplement
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The PFS credential demonstrates that an individual has met the minimum education, experience and testing required of a CPA in addition to a minimum level of expertise in personal financial planning. To attain the PFS credential, a candidate must hold an unrevoked CPA license, fulfill 3,000 hours of personal financial planning business experience, complete 80 hours of personal financial ...
[PDF File]Guide to Retirement and Elder Planning: Healthcare ...
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The PFS credential program allows CPAs to gain and demonstrate competence and confidence in providing estate, tax, retirement, risk management, and/or investment planning advice to individuals, families, and business owners through ex perience, education, examination, and a resulting credential. It is the only comprehensive financial planning credential that is exclusive to CPAs. Whether a CPA ...
CPA PFS: Personal financial candidates'handbook: a guide ...
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 the names of CPA financial planners. National publicity of the ...
[PDF File]Extend your client services with new personal financial ...
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PFS credential exam tests the material covered in the certificates. The CFP board also approved these courses to meet their requirements for CE credits. PFS credential pathway: By obtaining the five certificates, your staff will meet the exam requirement, and if your staff takes the certificate education, they will exceed the education requirement to obtain the PFS credential. Your staff will ...
[PDF File]Advanced Personal Financial Planning
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Tax/PFP Section Members and PFS™ Credential Holders Save an Additional $100 Early Bird Discount Save $75 • Expires 12/5/14 What’s New in PFP Your clients are looking for financial guidance in a world of complexity and uncertainty. Take important steps to deepen client relationships by gaining knowledge of cutting-edge strategies, innovative ideas, best practices and key updates during ...
[PDF File]PFS Credential Exam Registration and Scheduling 2020
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online. The website identifies the experience and education required to obtain the PFS Credential for the various pathways. Once all the requirements have been met and the online credential application has been submitted, a PFS credential welcome letter will be sent in 10‐12 days.
[PDF File]What Is a CPA Personal Financial Specialist?
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CPA/PFS credential holder that these issues will be integrated into your financial plan and not overlooked. Some areas in which a CPA/PFS may offer services include: Taxes. As a CPA, the PFS professional is educated and trained in corporate, estate, and income taxation. A CPA/PFS is able to help you make financial planning decisions with a clear understanding of the tax impact. Business ...
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