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 A
Personal Financial Specialist (PFS) can help you plan and
reach your financial goals with services that range from an informal
personal consultation to a comprehensive financial plan. Entrust
your financial future, and the financial well being of your family,
to the only financial adviser that holds a financial planning designation
within a designation....why not select the best?
A financial advisor is knowledgeable about your overall financial
picture. Extensively educated, trained and experienced in all areas
of personal finance. There are only about 1500 Personal Financial
Specialists in the United States. Part of the profession
that has provided trusted, competent and objective advice for over
100 years.
All Financial Planners are Not Created Equal
You have invested countless hard earned dollars to get where
you are today. But getting and staying ahead is harder than ever.
You need a trusted financial advisor to help sort through complex
decisions and develop strategies for a secure financial future.
The Personal Financial Specialist (PFS) is the financial
planning accreditation held exclusively by certified public accountants
(CPAs) who are members of the American Institute of Certified Public
Accountants (AICPA). By combining their education and experience
as a CPA with financial planning knowledge and training, Personal
Financial Specialists have broadened their expertise and are eminently
qualified to assess your current financial situation, help you define
your financial needs and goals, and work with you to develop and
monitor a plan to meet your goals.
Here's a closer look at what a CPA must do to obtain the PFS accreditation:
Education
College education in accounting and financial topics. On the job
training under a CPA's supervision. Continuing professional
education (40 hours of CPE required each year).
Examination
Successful completion of a comprehensive examination covering all
areas of financial planning in addition to the CPA examination.
Experience
Extensive experience in the following: personal financial planning
process, retirement planning, estate planning, investment planning,
insurance planning, income tax planning.
Ethics
Compliance with State Board of Accountancy rules and regulations
and the AICPA's Code of Professional Conduct. These professional
standards contain the most comprehensive ethical guidelines in the
financial services industry, ensuring your adviser provides complete
services with your best interest in mind.
Exclusivity
A CPA and an AICPA member in good standing.
For more than 100 years, CPAs have been trusted financial advisers.
CPAs who have earned the PFS designation have demonstrated their
ability to guide you through the confusing financial environment.
Whether you need to build college funds for your new born, access
the adequacy of your insurance coverage, or develop investment strategies
for retirement, a PFS is the financial adviser best suited to help
you plan for a secure financial future.
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