CPA/PFS

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  • #1752227 Reply
    Dro
    Participant

    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?

    TIA

    REG 69, 73, 80 (lost credit), 80!

    FAR 62, 69, 72, 79!

    AUD 71, 84!

    BEC 64, 71, 82!

    Done!

    #2185828 Reply
    Tommy
    Participant

    Bump

    Licensed in IL & GA
    #2760747 Reply
    tmacpa
    Participant

    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.

    Thoughts?

    AUD - 78
    BEC - 79
    FAR - 78
    REG - 90
    short-term sacrifice = long-term gain
    #2760840 Reply
    jenpenjenpen
    Participant

    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
    BEC - 84
    FAR - 82
    REG - 78
    Ethics - 95
    Licensed in IL & MO
    #2762505 Reply
    CPA2020
    Participant

    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.

    AUD - 76
    BEC - 80
    FAR - 74
    REG - 78
    "This too shall pass."
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