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Investments glossary

Personal Financial Specialist – PFS

A Personal Financial Specialist is specialty credential for CPAs who are expert at helping individuals with all aspects of wealth management. The American Institute of Certified Public Accountants (AICPA) grants the Personal Financial Specialist (PFS) credential only to certified public accountants (CPA) with significant personal financial planning education and experience. Individuals pursue the PFS credential because they want to display their expertise and knowledge as it relates to all aspects of financial planning.

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