What is really happening with the PFS?

In this episode, Cary Sinnett talks with Matt Kidd, Chair of the AICPA PFS Credential Committee, about the modernization of the PFS Credential, including updating the PFS experienced exam, building the PFP Champions program, expanding avenues to earn the PFS Credential like the PFS Live workshop, growing the visibility of the PFS credential nationwide by highlighting CPA/PFS Financial Planners.

They discuss why tax is becoming the gravitational center of financial planning, how CPA financial planners are uniquely positioned to deliver integrated advice, and what both seasoned CPAs and the next generation should understand about the power of adding the PFS.

Top Takeaways • The PFS exam and Body of Knowledge are being updated to reflect real-world, tax-integrated planning. • CPA financial planners have a structural advantage in delivering holistic advice. • Raising awareness starts with proudly displaying the CPA/PFS credential.

PFS Resources: • PFS Credential • PFS Live Workshop • PFS Handbook • PFS Business Experience • PFS Infographic • Earning your credential info • Engage 2026

This episode is brought to you by the AICPA's Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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