Personal Financial Specialist


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Information on Personal Financial Specialist

CERTIFIED PUBLIC ACCOUNTANT PERSONAL FINANCIAL SPECIALIST
Content: I can help you create a long-term investment plan that fits both your objectives and your budget requirements... right down to how much you are likely to need to invest per month to reach...

Changes in Eligibility Requirements for Personal Financial
Content: Home · Online Publications · The CPA Letter · December 2000 · Changes in Eligibility Requirements for Personal Financial Specialist Credential Open Up Program to More Members

Personal Financial Specialist (PFS)
Content: Personal Financial Specialist (PFS) Offered through the American Institute of Certified Public Accountants, this designation is for CPAs with the required experience in personal financial planning who pass a comprehensive exam. A list of CPAs who carry...

CPA/PFS
Content: AICPA-maintained directory of CPA's who have obtained Personal Financial Specialist(PFS)designation. Also includes general information about personal financial planning.

Financial Planner, CPA-PFS. Personal Financial Specialist, Fee Only Financial
Content: Marcel V. Kuper, Financial Planner, CPA-PFS, Certified Public Account, Personal Financial Specialist. Fee Only Financial Planner, Fee Only Financial Planning.

Kedre D. Mellor, CPA/PFS Personal Financial Specialist
Content: Comprehensive financial planning services, objective consultations on a fee-only basis. Planning for Retirement, College, Income Taxes, Investments, Survivorship.

The Tax Adviser: The PFS examination.Personal Financial Specialist CPA accreditation
Content: The PFS examination.Personal Financial Specialist CPA accreditation... Preview this article and search all eLibrary sources like Time, Fortune and 100s more. Free 7-day trial with credit card required for full articles.

AICPA Personal Financial Specialist (PFS) Credential
Content: The AICPA has established a credential for CPAs who specialize in personal financial planning (PFP). The PFS credential is granted exclusively to CPAs with considerable PFP experience who want to demonstrate their knowledge, skill and experience by earning...

Gerald L. Moorman - Jerry Moorman - Personal Financial Specialist - Palo Alto
Content: Mr. Moorman is one of approximately 3,000 of 330,000 CPAs nationally who has achieved the additional designation of Personal Financial Specialist. He has authored numerous articles and lectures on tax, financial and estate planning issues. He also holds a...

Costs and benefits of APFS accreditation. (Accredited Personal Financial
Content: Costs and benefits of APFS accreditation. (Accredited Personal Financial Specialist; includes related article) (Personal Financial Planning) by Elsea, John E


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