PFS Credential Referral Program

Our goal is to engage current credential holders to help grow the CPA/PFS credential.

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.

There is no limit to the number of referrals you can make. Refer 10 CPAs and have your PFS dues paid for the next 10 years.

This is an excellent opportunity to talk to your CPA colleagues about your experiences with personal financial planning as a practice area and the CPA/PFS credential.

The Personal Financial Specialist (PFS) program allows CPAs to gain and demonstrate competence and confidence in providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners through experience, education, examination, and a resulting credential.

“If every PFS credential holder made just one referral this year, we would
have an explosion in the number of credential holders and what a message
that would send to the CPA and financial planning community!”

- Lisa Featherngill, CPA/PFS, past PFS Credential Committee Chair