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.
Recertification
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.
