Pathway to the CPA/PFS Credential 

Pathway to PFS

Step 1: Learn 

Six college level textbook publications and some self-study, text-based CPE courses provide a complete curriculum for each area of PFP. Read all six publications or brush up with individual areas. Augment this with specific practice-related and technical topics at conference sessions, live classes, webcasts and podcasts. PFP Section membership can provide additional discounts. To see more about how the CPA/PFS credential can take your career to the next level download the CPA/PFS pathway infographic >>

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Step 2: Pass the Exam

Flexibility in access and CPE credit are hallmarks of our exam review options: the PFP Boot Camp (in-person, online class and on-demand learning) and practice questions (PFS Exam Review Materials). Local testing centers and semi-annual exam windows make taking the exam convenient. PFP Section discounts also apply.


Step 3: Gain Experience

While learning and passing the exam, you should be accumulating the needed 3,000 hours of PFP-related experience over the previous five years. Up to 1,000 of this can be tax compliance experience. Acceptable areas are identified in the PFP Body of Knowledge. Calculate your current experience hours using our PFS credential experience hours worksheet.

Step 4: Get Credentialed

You now can apply for the PFS credential using the online application. You will attest that you hold an active CPA license, have met the experience requirement, passed the exam and, within the last five years, have a total of 75 hours of PFP-related CPE. If selected in the annual audit of new members, you will need to produce documentation for each of these requirements.

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