Make The Strategic Move To PFS. Join A Preferred Group Of Financial Planning Experts.

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Make The Strategic Move To PFS.  Join A
Preferred Group Of Financial Planning Experts.
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PFS- Not Just Another Credential

• It is exclusively granted to CPAs.
• It recognizes the special skills and experience
  level of accountants that practice personal
  financial planning.
• It distinguishes a broad range of competencies by
  blending expertise in both financial planning and
  accounting.

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The Advantage of Specializing
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The Bottom Line Benefits for a PFS

• Increased value to clients and prospects
• Opportunities to increase revenues
• Practice development guidance and resources
• Expanded knowledge professional growth
• Collaboration with other CPA financial planners
• Marketing tools and public relations opportunities

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Other Benefits PFP vs. PFS
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Fast Facts About PFS

• Established in 1986.
• Currently over 3,200 PFS credential holders in
  all 50 states.
• PFS credential holders range from sole
  practitioners to CPAs in Big 4 firms.
• The AICPA provides more support and resources
  than ever before to PFS credential holders.

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Become a PFS!

• Do you have business experience in
• Personal Financial Planning
• Retirement Planning
• Estate Planning
• Personal Income Tax Planning
• Risk Management Insurance
• Do you participate in life-long learning such as
• CPE in PFP
• AICPA or state CPA society conferences in PFP
• Presenting PFP technical papers or authoring
  research
• Have you passed any of these exams
• NASD Series 65, 66 or 7
• Certified Financial Planner
• Chartered Financial Consultant
• Certified Financial Analyst

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Be the Best Realize Your True PotentialBecome
a PFS Now!

• Download the PFS Handbook. Visit
  www.aicpa.org/PFP and click on the Membership
  tab.
• You may already qualify. So what are you waiting
  for ???