Phoenix (Jan. 8, 2003) -- A group of CPA financial planners is planning to form a non-profit advocacy group to aggressively market the Personal Financial Specialist credential.
"A lot of people with the PFS credential would like to enhance it and add more value," said well-known CPA planner Connie Brezik, at the AICPA's Personal Financial Planning Technical Conference, here.
According to market research conducted by the 20-member All Star Financial Group, PFS credential holders said they wanted marketing and branding of the PFS credential; client referrals; best practices information; development of practice aids, and a technical database.
"The AICPA has done a good job in a lot of areas, and we don't intend to do what they're doing," Brezik noted, adding that the group hopes to work with the AICPA to promote the credential, which is administered by the institute.
The unnamed group is in the process of finalizing a seven-member board. "The All Star Financial Group is a spark in the process," said Brezik who noted that the ASFG will provide the initial seed money for the group, but will not have a majority on its board. Brezik said the group's vision is that the exchange of information will be primarily Web-based.
-- Melissa Klein
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