What Does a Personal Financial Specialist Do?

PFS, a personal financial expert, is established by the American Institute of Certified Public Accountants (AICPA) for those certified public accountants who are committed to providing professional personal financial services, that is, only those who have obtained CPA qualification can apply for PFS. This exam requires 250 hours of personal financial experience.

Personal Finance Expert

Right!
PFS, a personal financial expert, is made up of
Provide clients with comprehensive financial advisory / individuals
PFS certification is valid for 3 years, and recertification is required after 3 years. It is through this method that AICPA promotes the lifelong education of financial planners. [1]

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