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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