Description
The Personal Financial Specialist credential is the only CPA-exclusive financial planning credential that builds on your CPA foundation. As a CPA working with individuals and families, its only natural that topics like tax, estate, retirement, investment, and risk management planning (and much more) are a part of your client relationships. They trust your objectivity, integrity, and professional competence as you seek out answers and recommendations for them. Learn how this valuable experience working with clients can streamline the process to obtain the CPA/PFS credential.
Join Dave Stolz, CPA/PFS & chair of the PFS Credential Committee, and Dan Snyder, CPA/PFS & director of AICPA's PFP Division as they explain the program and answer your questions.
Learning Objectives:
- Learn why CPAs are so well positioned to provide integrated financial planning for their clients.
- Understand the requirements of the new PFS experienced CPA pathway.
- Discover how the PFS program, coupled with the PFP Section, can benefit your firm.
Speaker(s):
- Daniel
P. Snyder,
CPA/PFS,
Director - Personal Financial Planning (PA),
Association of International Certified Professional Accountants
- David
Stolz,
CPA/PFS, CFP, CDFA,
President,
Stolz and Associates
