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!
PFS Exam Web Review
The on-demand archive of the June 2013 PFS Review Class will be available for purchase as an on-demand re-broadcast before the 2013 PFS exams.
Qualify for a $400 PFS Exam Sponsorship with this class.
Watch for registration links to this class.
|
SELF-STUDY
PFS Exam Review Course
|
|
|
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. The course contains:
Topical review material covering the ares in the foundational education:
- 6 review digests and searchable PDFs with 32.5 hours of CPE
- Covers: financial planning process and income tax, estate and retirement planning, investments, and insurance.
Practice exam questions to practice on the exam
- Random practice question book to provide more exam like study conditions
- Case studies with hundreds of practice questions with case studies
- Financial calculator questions to hone your skills
- Access to online questions and flashcards
Additional reference material:
- Statement on Responsibilities in Personal Financial Planning Practice for review
- PFS Exam Content Specification Outline
|
|
|
This preparation option is 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 24.5 hours of CPE
- Held in Durham, NC at the AICPA offices
- June 26-28, 2013
- Summer 2013 PFS exam window does not close until July 27, 2013, so you can take the exam after this class.
- Instructors: Tom Tillery and Dirk Edwards both experienced practitioners, will provide an interactive classroom experience.
- Pre-requisite: Attendees are highly encouraged to complete the PFS Exam Review Course as advance preparation for this class (however it is required to qualify for the sponsorship reimbursement).
|
|
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 (with the sponsorship reimbursement)!
|
|
|
Costs & Discounts available:
- $695 for PFP and Tax Section members ($100 savings).
- Apply for the PFS Exam Sponsorship and qualify for an additional $600 reimbursement after sitting for the PFS exam.
|
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
|
$695
|
n/a
|
|
Live PFS Exam Review Class*
|
n/a
|
n/a
|
$695
|
|
PFS Exam
|
$300
|
$300
|
$300
|
|
10% discount for purchasing an exam review option and exam together
|
($67.50)
|
($99.50)
|
($99.50)
|
|
PFS Exam Sponsorship (if qualified)
|
($200)
|
($400)
|
($600)
|
|
TOTAL NET COST
|
$407.50
|
$870.50
|
$670.50
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