For many CPAs, expanding into financial services is a viable solution that helps clients while protecting and increasing revenues for their firms. That is why the American Institute of Certified Public Accountants (AICPA) has certified thousands of CPAs in the Personal Financial Specialist (PFS) designation.

Accountants Resource^® was created by The Guardian Life Insurance Company of America to provide CPAs with helpful information that addresses issues related to offering financial services and to provide expert information and assistance for forming meaningful, profitable strategic alliances with Professional Financial Representatives who are specially trained to work with CPAs who desire to engage in financial services.