View All Financial Terms A specific certification that can be obtained by CPAs who have 1,400 hours in financial planning business experience, plus additional continuing education within a 5 year period. To receive this designation, an exam must be past and then it is issued by the American Institute of Certified Public Accountants.Personal Financial SpecialistPrevious Terms: 1031 Exchange, 1035 Exchange, AARP, Abeyance, Abstraction Principle, Accelerated Amortization, Acceptance Credit, Acceptance of a Bill of Exchange, Accommodation Bill, Accommodation Endorser | Popular TermsStatutory LienExcess Insurance Consolidate Economy of Scale Group of 15 (G-15) Reconciliation Nominee Shareholding Futures Contract Fidelity Bond Derivative Contract Hedge Settlement Account Aggregation 1035 Exchange Repurchase Agreement Timing Option Additional Principle Payment Discretionary Cost Adjusted Basis Value Bank Run Amortizing Mortgage Graduated Payment Second Lien Debt Undistributed Profits Convertible Bond |