AICPA PFS Exam Sponsorship Program 

Reduce the cost of preparing for and taking the PFS Exam 

Download the
PFS Exam Sponsorship

Submission Deadline:
The application must be submitted by the beginning of the exam period during which the applicant is taking the exam. Please email or fax 800-362-5066 by the appropriate deadline. 

Funding for this program is provided by the Association of CPA Financial Planners (ACPAFP), an organization committed to promoting the CPA/PFS credential for CPA financial planners.   These awards are intended to encourage experienced CPAs who have an interest in personal financial planning to complete the examination requirement and ultimately obtain the CPA/PFS credential.

The sponsorship is only available to those that have not received a sponsorship payment in the past.  The payment will reimburse candidates for a portion of the expenses they have incurred after they complete the PFS exam.  Refer to the PFS Exam page ( for dates and details of the current exam. 

For PFP Section members, this sponsorship can reduce the net cost for preparing for and taking the PFS exam.

There are three levels of sponsorship available, based on the type of exam review you are planning (all require you to sit for the exam):

Level 1


Candidates must take the PFP Boot Camp.

Level 2         


Candidates must take the (virtual online class) of the PFP Boot Camp

Level 3 $600 Candidates must take the in-person PFP Boot camp

This 2-1/2 day class is offered in both spring and fall prior to each exam.

You must be a section member to qualify for the Sponsorship.
  If you are not a PFP Section member, you can join online

As a section member, your PFP Boot Camp and exam are discounted by $200 from the AICPA member price, almost covering the entire cost of section membership.


How does it work? 

  • US Citizen or permanent resident
  • Valid & unrevoked CPA license
  • AICPA member
  • PFP Section member
  • Anticipate meeting the CPA/PFS education and experience requirements within 6 months after completing the exam 
  • Purchase the PFP Boot Camp
  • Purchase and complete the PFS Exam
  1. Meet the sponsorship requirements by making the appropriate purchases
  2. Apply for the sponsorship
  3. Receive an approval email
  4. Take the PFS Exam (passing the exam is not required to qualify)
  5. After the exam period is over, receive a debit gift card containing your sponsorship amount

If you have specific questions on this page, submit to the PFP Division staff via email at

Return to CPA/PFS Credential Overview page


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