CPA/PFS Credential Holders

Thank you for becoming a PFS™ credential holder. Refer to this page to reference all that comes with your credential holder status and links to get started using important exclusive benefits.

Referral Program

CPA/PFS credential holders can receive a 100% PFS credential dues credit for each CPA you refer to either sit for the PFS exam, or if already qualified, become a CPA/PFS.  Learn more

As a CPA/PFS holder you also are a member of the PFP Section and have access to all the benefits of membership.

Access tools to help expand your practice and increase your revenue opportunities.

  • PFS Credential Handbook — Learn everything about the PFS credential including benefits, requirements and how it can enhance your practice. Download the PFS handbook >>
  • Business Development/Marketing Toolkit — Have access to the toolkit with media tips and resources, logos, a sample press release and current PFS marketing activity. Access the toolkit >>
  • Media Opportunities — Participate in media and public relations opportunities, such as radio and television interviews, periodic media training, and writing and speaking opportunities.
  • Find a CPA/PFS Directory — A web resource for consumers to learn about the value of the CPA/PFS credential and locate local CPA/PFS credential holders. You will be added to the directory once you become a PFS. Search directory >>
  • FINRA Series 65 Exam Waiver — When you apply for the Series 65 license if licensed, the required Form ADV Part 2B descriptions are provided for the CPA and CPA/PFS. Learn more >>
  • FAQs - Frequently asked questions for CPA/PFS credential holders. Review FAQs >>
  • Digital Badging – Learn more about our digital badging process to promote your credential on Social Media.

Back to Membership Overview >>


Recertification is required annually. When you pay your credential dues, you are attesting to meeting the following requirements (and will be subject to potential audit):

  • Maintained membership in good standing in the AICPA.
  • Maintained a valid, unrevoked CPA permit, certificate, or license issued by a legally constituted state authority.
  • Completed 20 hours of continuing professional development (CPD) within the credential body of knowledge annually. CPD may include:
    • Structured learning activities – these activities include CPE approved by NASBA or a legally constituted state authority, or training from other professional bodies; or 
    • Unstructured learning activities - as outlined by the AICPA - these activities may constitute up to 50% (10 hours annually) of a credential holder’s CPD to meet credential renewal requirements 
  • Attested that if these requirements are not satisfied, the credential will be rescinded and the reinstatement requirements must be met to regain the credential.