Wealth Team

What is a PFS?

The PFS credential was established for CPAs who specialize in personal financial planning and is awarded exclusively to AICPA members who have experience and expertise in that area.

A CPA must meet certain requirements before becoming a CPA/PFS and meet re-credentialing requirements every three years to maintain the certification.
 

What is a CFP® Professional?

The CERTIFIED FINANCIAL PLANNER™ certification is awarded exclusively to those that have met the CFP Board's requirements and abides by the terms and conditions specified by the CFP Board.

Every two years, a CFP® Professional must meet complete the continuing education requirements determined by the Certified Financial Planner Board to maintain certification.

Learn more on the CFP Let's Make A Plan website.