CPA Personal Financial Specialist
Credentials Count: Hire a CPA/PFS Professional
A top-notch plan for your future is necessary – and invaluable – so why entrust it to an adviser who’s anything less than the best?
The PFS Credential is available only to CPAs – so you’ll be choosing a planner from an exclusive group of highly trained financial specialists.
And a CPA/PFS professional will help you effectively and advantageously plan your family, business and personal financial future.
A CPA with the PFS Credential combines the objectivity, integrity and experience that are hallmarks of the CPA profession with specialized expertise. A CPA/PFS professional is a personal financial planner you can trust.
All Financial Planners Are Not Created Equal
What makes a CPA/PFS professional so special? Here’s a closer look at what sets apart a CPA with the PFS Credential – and how that makes him or her uniquely qualified to serve you:
Focused Education
College education in accounting; in-depth education in financial planning (estate, investment, income tax, retirement, risk management); and continuing professional education
Specialized Experience
Experience in key areas of financial planning and the ability to apply that expertise to a variety of clients and situations
Examination
Successful completion of the rigorous CPA Exam and the PFP Exam/Experience requirement, which covers financial planning
Ethics
Compliance with State Board of Accountancy rules and regulations and the AICPA’s Code of Professional Conduct – plus uncompromising objectivity and integrity
Tax Know-How
Tax-planning experience ensures this critical component of financial planning is considered in every decision
Exclusivity
CPA/PFS professionals are part of a select group comprising only the best CPAs in the financial planning field – and thrive on consistently sharing best practices and learning about new developments
What are your financial concerns?
Managing your cash flow
Building retirement savings
Estate planning
Determining insurance needs
Minimizing your tax liability
Saving in an education fund
Managing your financial risk
Planning for eldercare
Your CPA/PFS professional will help you via services ranging from an informal consultation to a comprehensive financial plan – whatever works for you.
© 2009 American Institute of Certified Public Accountants, Inc.