Membership

    Getting Started on the PFS Credential - Examination 


          Getting started     

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          Examination     

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          Education     

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          Experience     



    Let's look at the Examination Requirement for the PFS credential.


    1)  Have you passed the CFP or ChFC       comprehensive financial planning exams?

    YES è

    Congratulations!
    You have met the Examination Requirement
    Click here for the next step 


    NO ê
       
    2)  You should begin preparation for the PFS Exam.  Click here for the dates of the next PFS exam window.     

     
    HOW?ê

       
    3)  Do you currently have broad knowledge and/or experience in personal financial planning? 

    YES è

     Take the PFS Exam Review Course
    It will both prepare you for the exam and identify areas where more in-depth education is needed


    NO ê

     


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    Take the PFP Education Courses
    There are separate CPE courses covering the financial planning process, tax, estate, retirement, investment, and insurance planning


    IF NEEDED
    ç

     Decide if you need additional education in specific areas to be better prepared for the exam

    THEN ê

     
    WHEN READY
     
    ê

    ê

    ê

    ê

    Take the PFS Exam Review Course
    It will both prepare you for the exam and identify areas where more in-depth education is needed

     

     
    WHEN READY ê

      ê
    Take the PFS Exam
    Click here for exam details          Click here to register



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    Overview of the PFS Credential
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