The American Institute of CPAs and Texas Tech University's Division of Personal Financial Planning have teamed up to offer a new educational program for gaining the AICPA's Personal Financial Specialist credential.

The program, known as PFS Pathway, will debut in June 2009. The program is designed for CPA planners who want a financial planning credential.

"As our personal financial planning community continues to grow, we want to support those seeking to obtain the PFS by providing them with a strong educational path specific to their needs as CPA financial planners," said AICPA director of specialized communities and practice management Steve Winters in a statement.

Before the 2009 rollout, the AICPA and Texas Tech plan to conduct a pilot program on Nov. 10-14, 2008, at the AICPA offices in Dallas. The five-day program will include a four-day financial planning case study and an eight-hour multiple-choice exam with approximately 200 questions. The content will include estate planning, employee benefits, investment planning, financial independence and income tax planning.

Applications to participate in the pilot program will be accepted until August 31. Participants will receive approximately 32 continuing professional education credits. For further information, visit

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access