| Contact: |
H. Lowell Oakley, Jr., CPA, CPEC, Principal
Thomas, Knight, Trent, King and Company
profit@tktk.com |
December 2001
Pamela J. Brinkley Earns Personal
Financial Specialist Designation
Durham, North Carolina -- Pamela J. Brinkley, CPA, CFPÔ, of Thomas,
Knight, Trent, King and Company of Durham , North Carolina has been awarded the Personal
Financial Specialist (PFS) designation by the American Institute of Certified Public
Accountants (AICPA).
The PFS
designation, established in 1987 by the AICPA, recognizes CPAs with considerable
professional experience in financial planning. Currently,
more than 3,000 CPAs hold the PFS designation.
Pam met six
requirements to earn the designation, including passing a technical exam covering the five
functional areas of personal financial planning: personal income tax planning, risk
management and insurance planning, investment planning, retirement planning and estate
planning. In addition, Pam completed 250
hours of experience per year for three years. All
PFS candidates must also hold a valid CPA certificate and be an AICPA member in good
standing.
“Given
their formal education and technical training in the areas of accountancy, taxation, and
general business, CPAs are the most qualified, knowledgeable and objective financial
planning professionals,” says Laurence Foster, chairman of the AICPA’s Personal
Credential & Exam Committee of the Personal Financial Planning Division and himself a
PFS. “Supplementing this
background with the PFS designation demonstrates a CPA’s commitment to providing
consumers the highest level of financial planning services.”
The PFS
program is administered by the PFP Division, which was formed in 1986 to assist CPA’s
in the growing practice of personal financial planning.
With more than 8,000 members, the PFP Division provides members with the
information and support necessary to maintain professional competence and experience in
the area of personal financial planning.
Thomas, Knight, Trent, King and
Company, a member of the PDI Institute of Profit Advisors, is one of North Carolina’s
largest independent accounting firms serving clients in the Research Triangle Region for
over 80 years. The firm offers a broad range
of services including tax, audit, technology consulting, profit enhancement consulting and
management advisory services. |
Thomas,
Knight, Trent, King and Company