Personal Financial Specialist (PFS)

GPTKB entity

Statements (24)
Predicate Object
gptkbp:instanceOf occupation
gptkbp:abbreviation gptkb:PFS
gptkbp:awardedBy gptkb:American_Institute_of_Certified_Public_Accountants
gptkbp:countryOfOrigin gptkb:United_States
gptkbp:eligibility gptkb:Certified_Public_Accountant_(CPA)_license
continuing professional education
experience in personal financial planning
passing PFS exam
gptkbp:field personal finance
financial planning
gptkbp:focusesOn estate planning
retirement planning
risk management
education planning
tax planning
insurance planning
investment planning
https://www.w3.org/2000/01/rdf-schema#label Personal Financial Specialist (PFS)
gptkbp:relatedTo gptkb:Certified_Public_Accountant
gptkb:Certified_Financial_Planner
gptkbp:renewalPeriod continuing education
gptkbp:website https://www.aicpa-cima.com/career/personal-financial-specialist-pfs
gptkbp:bfsParent gptkb:American_Institute_of_Certified_Public_Accountants
gptkbp:bfsLayer 5