AICPA launches PFP Certificate Program

Posted 6/14/2018

A new curriculum has been launched for CPAs wishing to expand their knowledge in personal financial planning (PFP). AICPA’s PFP Certificates Program offers a new pathway to the Personal Financial Specialist credential, and is comprised of four certificates, covering retirement, estate, risk management and insurance, and investment planning. A fifth certificate covers the practical application of the planning process. CPAs who enroll and obtain all five certificates will have satisfied both the education and exam requirements for the PFS credential. The comprehensive PFS credential exam will remain available exclusively for CPAs who elect to pursue that pathway.

CPA Practice Advisor