An Accredited Estate Planner (AEP) specializes in estate planning, enhancing the value of estate plans with complementary knowledge and skills to those holding a Personal Financial Specialist (PFS) credential.
The Personal Financial Specialist (PFS) is a prestigious designation awarded to qualified CPAs by the American Institute of Certified Public Accountants (AICPA), reflecting expertise in personal financial planning.
An in-depth look at the Personal Financial Specialist (PFS) certification, qualifications, benefits, responsibilities, and its role in personal financial planning.
A detailed guide on Personal Financial Specialists (PFS), covering the credential overview, requirements for certification, and benefits of attaining the PFS designation.
