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  • #1752227 Reply

    Life after CPA…Has anyone gone down the PFS path?

    If so, are you working at a traditional accounting firm or are you with a large financial planning firm like Northwestern Mutual or Edward Jones?

    What's your day to day? Are you specialized in a particular area?

    What other certificates do you hold? Are these required or “nice to have”?

    Any advice or tips for new people pursuing this path?


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    #2185828 Reply


    Licensed in IL & GA
    #2760747 Reply

    Bumping this..

    I am considering the PFS. I finally got the CPA in summer 2018.

    I'm currently at a small firm focused on tax and tax planning as well as consulting so I'm thinking it could be good for me.


    AUD - 78
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    short-term sacrifice = long-term gain
    #2760840 Reply

    I was wondering about this one, as well. I've looked at it a couple different times. I work for a family office doing tax and various advisory services so I thought this might be helpful in my current position.

    AUD - 85
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    REG - 78
    Ethics - 95
    Licensed in IL & MO
    #2762505 Reply

    I am planning on getting the PFS. I work for a family office on the investment side, but I see the PFS as a benefit to expanding my current position at the firm. My husband is a CFP and says I should definitely take the exam to get the PFS. Just a few more courses and an exam that pales to the CPA. Might as well.

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    "This too shall pass."
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