About Course

    This Course is a type of education that prepares certified public accountants (CPAs) to offer financial planning and wealth management services to their clients. The course covers topics such as estate planning, retirement planning, investing, insurance, and tax strategies. The course also helps CPAs prepare for the PFS exam, which is one of the requirements to obtain the PFS credential from the American Institute of Certified Public Accountants (AICPA).



Eligibilities

--- Finance & Banking ---

Personal Financial Specialist (PFS)

Total Days
26 Days
Total Hours
170 Hours
Training Mode
Price


Your Achievement, Recognized

Successfully complete the Personal Financial Specialist (PFS) Program and showcase your professional achievement with our certificate.

Personal Financial Specialist (PFS) Certificate
Certificate awarded upon successful completion of the program

Related Courses

Certified Management Accountant (CMA)
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Certified Private Wealth Advisor (CPWA)
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Online BootcampPreferred
  • Flexi Pass Enabled: Flexibility to reschedule your cohort within first 90 days of access.
  • Live, online classroom training by top instructors and practitioners.
  • One year access to high-quality self-paced eLearning content curated by industry experts.
Classroom TrainingPreferred
  • Customized Training Solutions: Tailor classroom sessions to your team's needs, with options for instructor-led or blended learning formats.
  • One year access to high-quality self-paced eLearning content curated by industry experts.
  • Interactive Learning Environment: Engage with a simple, interactive setup that encourages active participation and hands-on learning.
Corporate Training
  • Customize the learning model according to your team's needs. Get digital material, instructor-led classes or both.
  • Get flexible pricing options according to your company's needs.
  • Simple and interactive Learning Management System (LMS).
  • Enterprise dashboard for individual learners or teams.
  • Learner support and assistance available 24/7.
  • One year access to high-quality self-paced eLearning content curated by industry experts.


Documents