[Dro]

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!
FAR: 62
BEC: TBD
AUD: TBD

[Tommy]

Bump

[tmacpa]

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?

[jenpen]

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 - 56 - 68 - 61 - 9/8/16
REG - 75
FAR - 7/15/16
BEC - TBD

Wiley CPAexcel and NINJA 10 Point Combo

[CPA2020]

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.

[Author]

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