Personal Financial Specialist (PFS) is a certification for Chartered Public Accountants (CPA) allowing them to expand their experience to include financial planning and asset management.
PFS candidates study estate planning, retirement planning, investing, insurance and other areas of personal financial planning.
Individuals with the PFS designation may work for accounting firms, consulting firms, or run their own wealth management practice.
There are requirements for the PFS title, including a CPA license, education, a certain level of experience, and passing an exam.
An additional advantage of PFS is that candidates know financial planning and also have extensive experience in taxation and corporate finance as a CPA.
The Government Accounting Standards Board (GASB) is a private non-governmental organization that develops accounting standards for state and local governments.
Investment managers are people or organizations who engage in all activities related to financial planning, investing and portfolio management for individuals or organizations.
The MPA is a master’s degree in public relations that prepares recipients of this degree for leadership positions in government and non-governmental organizations.
The National Association of Certified Appraisers and Analysts (NACVA) is a group of business professionals who provide valuation and litigation services.