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CPA/PFS Eligibility Requirements
CPA/PFS Eligibility Requirements A Personal Financial Specialist (PFS) is a certification designated for certified public accountants (CPAs). This certification allows accountants to expand their knowledge, expertise, and service offerings into financial planning and wealth management. This certification, established by The American Institute of Certified Public Accountants (AICPA), can only be held...
What is the difference between Series 65 and PFS exam?
What is the difference between Series 65 and PFS exam? The Series 65 exam and the (Personal Finance Specialist) PFS exam are two challenging exams required to receive the specialized designation in the personal finance and investment advising space. While both tests cover different certifications and are in various fields of...
How to Prepare for the Series 65 Exam
How to Prepare for the Series 65 Exam Samuel Feldman Founder and Editor in Chief, The Fintech Corner | Finance Content Writer at Arrowroot Family Office & AFO|Wealth Management Forward. Passionate about technological innovation in Finance, Accounting, and Wealth Management. The Series 65 exam, designed by the North American Securities Administrators...
How to Prepare for PFS Exam
How to Prepare for PFS Exam A Personal Financial Specialist (PFS) is a specialized certification allowing certified public accountants (CPAs) the ability to expand their knowledge, expertise, and service offerings in the financial planning and wealth management space. An accountant is required to be certified with a CPA in order to...
How to prepare for CFP exam
How to prepare for Certified Financial Planner (CFP) exam: Tips and FAQs At the most basic level, the CFP designation assists in helping financial planners and advisors better understand their client's overall financial situation to know how best to act and plan around it. With the overall goal being to improve...
How to Add Wealth Management Services Into Your Accounting Firm
How to Add Wealth Management Services Into Your Accounting Firm Wealth management advisory firms and accounting firms have many commonalities in the services that they provide. These financial professionals both assist in achieving the common goal of financial success for their fiduciary clients. When these professionals work together, the goal of...
Qualifications & Skills for Accountants to become Financial Managers
Qualifications & Skills for Accountants to become Financial Managers Financial management can be a very lucrative career that can lead to many growth opportunities in senior management. Financial managers make around $134,000 a year on average, which is in the top 10% percentile in the United States in terms of net...
Accounting vs. Financial Management: Objectives, Purposes & Differences
Accounting vs. Financial Management Becoming a certified public accounting (CPA) or a financial manager can both have their separate benefits, however, they are equally lucrative and rewarding career paths that have many growth opportunities. Both careers allow the individual to work with finances and numbers, using analysis techniques to work for...