PFP Section and CPA/PFS Credential
The Personal Financial Planning (PFP) membership and the Personal Financial Specialist (PFS™) credential are for professionals specializing in estate, tax, retirement, risk management/insurance and investment planning.
Become a Member
Become a PFP Section Member
Join the PFP Section for resources to serve clients better and enhance your practice. Learn more >>
Become a CPA/PFS Credential Holder
Demonstrate your knowledge and expertise in personal financial planning. Learn more >>
PFP Section Members
Make the most of your section benefits.
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CPA/PFS Credential Holders
Access your credential holder benefits and tools (in addition to your PFP Section benefits). Get started >>