Membership

Getting Started on the PFS Credential - Examination

Getting started	è	Examination	è	Education	è	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
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2) You should begin preparation for the PFS Exam. Click here for the dates of the next PFS exam window.
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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
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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
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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 ê ê
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Take the PFS Exam Click here for exam details Click here to register