What Is a PFS? The Personal Financial Specialist Credential, Explained

A CPA who also does financial planning: the best of both worlds when your finances are heavily tax-driven. Deep tax knowledge is built into every recommendation.

Financial Planning · CHIP Teamopedia

AICPA

Issuing organization

Required

Board exam required

60 hrs every 3 years

Continuing education

The full guide for this credential is still being written. The facts above are verified; the long-form explainer is on the way.

Educational Content & Disclaimer: This article is for informational and educational purposes only. CHIP Financial does not provide financial, investment, legal, or tax advice. Credential details are current as of publication and subject to change by the issuing organization; always confirm current requirements directly with the issuing body. Always conduct your own due diligence before hiring a financial professional.