Although the personal financial specialist andcertified financial planner(CFP) have many similarities, there are distinct differences between the two designations. CPAs with a PFS certification have a well-rounded knowledge of accounting, tax,financial statements, and wealth management. However, a CFP ...
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The PFS examination.(Personal Financial Specialist CPA accreditation)Phelan, Sarah
TheFinancial Advisoragreed to publish a correction of erroneous information that appeared in its September issue about the AICPA’s personal financial planning division ( www.aicpa.org/download/pfp/ ). In addition the magazine’s editors agreed to print a letter from the AICPA and to highlight i...
CPAs rally to save PFS designation.(Personal Financial Specialist)Klein, Melissa
PFS update: PFS designation and MEP system.(American Institute of Certified Public Accountants)(Personal Financial Specialist; multiple entry points)Phelan, Sarah
Why I am a CFP, not a PFS.(Commentary)(Certified Financial Planner, Personal Financial Specialist )Kiely, Bernard M