Membership

    Getting Started on the PFS Credential - Examination 


          Getting started     

          Examination     


          Education     

          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 

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


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

     
    HOW?

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

    YES 

     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

     



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


    IF NEEDED

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

    THEN

     
    WHEN READY
     






    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

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



    Return to the
    Overview of the PFS Credential
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