Summary:

A PFS is a certified public accountant (CPA) who also offers financial planning services. The title is authorized by the American Institute of Certified Public Accountants (AICPA) after the completion of a review process that involves an exam and recommendations from clients and colleagues. The designation also requires a minimum of three years of financial planning experience.

Issuing Organization:

American Institute of Certified Public Accountants (AICPA)

Website:

www.aicpa.org

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