- Course is a certification program for CPAs who want to specialize in financial planning. According to the AICPA, the organization that offers the PFS credential, the eligibility requirements are as follows:
- You must have a valid CPA license and be a current member of the AICPA. You must have at least two years of full-time or equivalent experience in personal financial planning or related fields.
- You must complete at least 75 hours of financial planning education in the PFS Body of Knowledge categories within the five years before applying for the credential.
- You must pass a PFP-related exam, such as the PFS exam, the PFP Certificate exams, or the PFS Experienced CPA Assessment.
Note: Eligibility requirements may vary based on the specific course or program you choose. Please refer to the detailed course brochure for more information.
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