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| PFS Credential Committee |
| Type Of Group: | Committee |
| Status: | Appointments Confirmation |
| Classification: | Credentials |
| Reports To: | National Accreditation Commission (NAC) |
| # Of Meetings: | 4 |
| Proposed # Of Members: | 10 |
| # Of Vacancies: | 3 |
| Current Chair: | Oscar Vives Ortiz
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| Staff Liaison(s): | Daniel Snyder |
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| Group Objective |
| To increase the value, integrity, and recognition of the CPA/PFS credential by addressing the following objectives: (1) to highlight the value of integration of personal financial planning with tax advisory services, (2) to oversee requirements to gain and maintain the CPA/PFS credential, and (3) to establish programs to address marketplace recognition and to create public awareness of the CPA/PFS.
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| Qualifications |
| Desire to further the impact and quality of the PFS credential program, support for the role of CPAs as financial planners, knowledge and experience in some of the areas of personal financial planning (Tax, Retirement, Insurance, Investments, and/or Estate Planning), a willingness to proactively look for opportunities and participate to grass roots efforts to advance our mission.
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