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? 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 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 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 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...
Can Accountants Also Work as Financial Advisors? CPAs and Financial Advisors are two varied career paths in different industries. While the accounting specialty focuses more on completing firm-side functions such as auditing, account analysis, and financial statement analysis, financial advisors focus more on client-side functions such as providing financial advice and...
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...
Following the emergence of Joe Biden, as the 46th President of the United States of America, there has been speculations surrounding what Joe terms “The American Rescue Plan” with a focus on increasing taxes.
As an Accountant or a Public Accountant, it takes a lot of diligence and commitment to become a certified and professional financial manager that is a Registered Investment Advisor.
Financial advisors are the ones who influence the decision of their clients to take active steps, which will either build wealth or destroy wealth.
