PFS Exam Review Options
Self-study or a live review class is available
Don't forget to sign up for the exam before the deadline! Visit the PFS Exam page for more information on the next PFS exam.
Three PFS Exam Review Options - you pick what is right for you!
NEW! PFS Exam Review Web Class
A May 2012 broadcast (with live experts online) of the January 2012 Live Review Class in Las Vegas.
Earn 15 hours of CPE and prepare for the Summer PFS Exam in June.
Qualify for a $400 PFS Exam Sponsorship with this class.
Registration for this class is open now.
NOTE The dates for this web class have been changed to May 29 & 30; June 5 & 6; and June 12 & 13.
|
SELF-STUDY
PFS Exam Review Course
|
|
|
2-DAY LIVE
PFS Exam Review Class
|
In partnership with Keir Education Resources and The American College, the PFS Exam Review Course is designed to give a PFS exam candidate an overview of the relevant topics in a variety of formats to help prepare for the PFS Exam.
- Self-study material with 32.5 hours of CPE
- 6 review digests and searchable PDFs
- Covers: financial planning process and income tax, estate and retirement planning, investments, and insurance.
- Hundreds of practice questions with case studies
- Financial calculator questions to hone your skills
- Statement on Responsibilities in Personal Financial Planning Practice for review
- Random practice question book to provide more exam like study conditions
- PFS Exam Content Specification Outline
|
|
|
Offered in a classroom setting to cover the exam topics and help attendees focus their exam preparation on those areas where the most effort is needed.
- Live class with 21 hours of CPE
- In conjunction with the Advanced Personal Financial Planning Conference in Las Vegas
- January, 2013 - stay tuned for the details
- Winter 2012 PFS exam window does not close until February 5, 2013, so you can take the exam after this class.
- Instructors: Tom Tillery, Kevin Roach, and Dirk Edwards, are experienced practitioners and will provide an interactive classroom experience.
- Pre-requisite: Attendees are highly encouraged to complete the
|
|
Costs & Discounts available:
- $375 for PFP Section members ($125 savings)
- $425 for Tax Section members ($75 savings)
- Purchase with the PFS Exam and save an additional 10%
- Apply for the PFS Exam Sponsorship and qualify for an additional $200 reimbursement after sitting for the PFS exam
PFP Section members can use these discounts to prepare for and take the PFS exam and receive 32.5 hours of CPE for as low as $407.50!
|
|
|
Costs & Discounts available:
- $100 savings for PFP and Tax Section members
- Apply for the PFS Exam Sponsorship and qualify for an additional $600 reimbursement after sitting for the PFS exam
PFP Section members can use these discounts to prepare for and take the PFS exam and receive 53.5 hours of CPE for as low as $600.00!
|
Summary of total cost to prepare for and take the PFS Exam
| PFP Section Member Costs |
Self-study Review
Course Option
|
Review Web
Class Option
|
Live Review
Class Option
|
|
PFS Exam Review Course
|
$375
|
$375
|
$375
|
|
PFS Exam Review Web Class*
|
n/a
|
$495
|
n/a
|
|
Live PFS Exam RevieW Class*
|
n/a
|
n/a
|
$625
|
|
PFS Exam
|
$300
|
$300
|
$300
|
|
10% discount for purchasing an exam review
option and exam together
|
($67.50)
|
($79.50)
|
($92.50)
|
|
PFS Exam Sponsorship (if qualified)
|
($200)
|
($400)
|
($600)
|
|
TOTAL NET COST
|
$407.50
|
$690.50
|
$607.50
plus travel
|
* the self-study review course is highly recommended as a pre-requisite for the live or web review classes; it is required to qualify for any of the exam sponsorships.
|
Go to PFS Credential Overview Page