Certified Public Accountant and Personal Financial Specialist (CPA and PFS) Certification Exam

Certified Public Accountant and Personal Financial Specialist (CPA and PFS) The CPA credential itself—earned through passing the Uniform CPA Examination and meeting state experience requirements—forms the essential foundation for pursuing the PFS designation. Beyond that, the National Association of Certified Public Accountants demands demonstrated expertise in personal financial planning, tax strategy, and wealth management across multiple client scenarios. You’ll need substantive knowledge of estate planning principles, investment vehicles, and retirement income strategies before the PFS assessment evaluates your readiness.