Debra B. Freedman Personal Financial Planning, LLC

  • Home
  • About
  • Services
  • Contact
  • Disclosures

The Personal Financial Specialist (PFS℠)

The Personal Financial Specialist (PFS℠) – The PFS credential demonstrates that an individual has met the minimum education, experience and testing required of a CPA in addition to a minimum level of expertise in personal financial planning. To attain the PFS credential, a candidate must hold an unrevoked CPA license, fulfill 3,000 hours of personal financial planning business experience, complete 80 hours of personal financial planning CPE credits, pass a comprehensive financial planning exam and be an active member of the AICPA. A PFS credential holder is required to adhere to AICPA’s Code of Professional Conduct, and is encouraged to follow AICPA’s Statement on Responsibilities in Financial Planning Practice. To maintain their PFS credential, the recipient must complete 60 hours of financial planning CPE credits every three years. The PFS credential is administered through the AICPA.

  • Home
  • Contact
  • Resources & Disclosures

Copyright © 2020 Debra B. Freedman Personal Financial Planning, LLC | All rights reserved.

Debra B. Freedman Personal Financial Planning, LLC is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where registered or exempted.