The American Institute of Certified Public Accountants (AICPA) is conducting a practice analysis to ensure that the PFS examination adequately reflects its understanding of the tasks, knowledge, and skills required to competently perform personal financial planning services.
As a member of our personal financial planning community, please take the opportunity to be a part of the exam development process. Your feedback will be instrumental in ensuring the exam accurately reflects the practices utilized by CPA/PFS professionals.
BEGIN THE SURVEY
Qualify to win one of three $500 gift cards: To participate in the drawing you must submit the survey and agree to the terms set out in the official rules below. By participating, you acknowledge that you have read, understand and agree to abide by the rules.
OFFICIAL RULES for the AICPA PFS Credential Practice Analysis Survey Giveaway
Entry Period: The AICPA Personal Financial Planning Survey Giveaway (the "Giveaway"), sponsored by the American Institute of Certified Public Accountants (“AICPA” or "Sponsor"), ends on Monday, January 25th at 5:00 p.m. ET (the "Entry Period"), during which time all entries must be received in order to be eligible. The computer clock of Sponsor's webmaster is the official timekeeping device of the Giveaway.
Eligibility: The Giveaway is open to residents of the 50 United States or the District of Columbia. By participating in the Giveaway, you agree to be bound by these Official Rules and the decisions of the judges, which are final.
How to Enter: To enter, you must submit the PFS Credential Practice Analysis survey including your name, e-mail address and telephone number, if you do not provide your name, e-mail address and telephone number, YOU WILL NOT be eligible for the Giveaway. All entries become the property of Sponsor and will not be acknowledged or returned. Limit one (1) entry per person. NO PURCHASE IS NECESSARY.
Sponsor reserves the right to disqualify illegible, incomplete, misdirected, late, or falsified entries. Sponsor is not responsible for lost, illegible, incomplete, misdirected, late, or falsified entries, whether or not such circumstances were caused in any way by Sponsor or one of Sponsor’s agents. Sponsor is not responsible for the unavailability or inaccessibility of any transmissions, telephone, mail, or Internet service, or unauthorized human intervention in any part of the entry process or the Giveaway.
By entering this Giveaway, you acknowledge that the judges, Sponsor, and all other businesses concerned with this Giveaway do not make, nor are in any manner responsible for, any warranty or representations, expressed or implied, in fact or in law, relative to the quality, conditions, fitness, or merchantability of any aspect of any prize.
Selection of Winner: You have not yet won. The winner will be determined by a random selection from all eligible entries received during the Entry Period. Selection will take place within ten business days following the closing of the Entry Period at Sponsor’s offices in Durham, North Carolina. Winner selection will be conducted by Sponsor, the decision of which is final. By participating, you agree to be bound by the selection of the winner by the Sponsor, which shall be final and binding in all respects. The odds of winning depend on the total number of eligible entries received.
Winner will be notified by email and/or telephone. Winner will be required to execute and return an Affidavit of Eligibility/Release of Liability/Prize Acceptance Form within five (5) days following notification in order to be awarded the prize. The winner’s failure to claim the prize or failure to comply with any of the Official Rules will result in disqualification and an alternate winner may be selected. If the winner’s email address and/or telephone number are incorrect, illegible, or invalid, the winner will be disqualified and an alternate winner may be selected. Sponsor is not liable for awarding any prize to an entrant who has violated these Official Rules.
Winner grants Sponsor the right to use and publish their legal name and state of residence online and in print, or in any other media, in connection with the Giveaway.
In the event of a dispute as to the identity of the winning entrant, the holder of the email account associated with the winning entry at the time of such entry shall be declared the winner.
Prize: The prize consists of one of three available $500 gift cards.
The winner of the Giveaway is responsible for the reporting, filing and payment of all applicable federal, state, and local taxes on receipt of the prize. The costs for goods or services not specified in these Official Rules are the winner’s responsibility.
Eligibility and Release: AS A CONDITION OF PARTICIPATING IN THIS GIVEAWAY, ENTRANTS AGREE TO RELEASE AND HOLD HARMLESS SPONSOR, AS WELL AS THE OFFICERS, DIRECTORS, EMPLOYEES, AGENTS AND REPRESENTATIVES OF SPONSOR FROM AND AGAINST ANY LIABILITY FOR ANY INJURY, CLAIM, LOSS, ACTION, DEMAND OR DAMAGE OF ANY KIND ARISING FROM OR IN CONNECTION WITH PARTICIPATION OR ANY ATTEMPT TO PARTICIPATE IN THE GIVEAWAY OR ANY PRIZE WON.
Disputes/Choice of Law: Except where prohibited, each entrant agrees that this Giveaway shall be governed by, and construed in accordance with, the laws of the State of North Carolina, without giving effect to any choice of law or conflict of law rules. Sponsor reserves the right to take such action as it deems necessary to enforce these Official Rules and ensure the fair operation of this Giveaway, such as situations in which the Giveaway does not operate properly due to technical or other unforeseen circumstances, including without limitation barring entrants who do not comply with these Official Rules, terminating or modifying the Giveaway, or modifying without prior notice these Official Rules.
By entering, entrants acknowledge and agree that any and all disputes which cannot be resolved between the parties, and causes of action arising out of or connected with this Giveaway shall be resolved individually, without resort to any form of class action, and consent to the exclusive jurisdiction and venue of the General Court of Justice of Durham County, North Carolina.
Any and all disputes, claims, judgments, and awards shall be limited to actual out-of-pocket expenses incurred (if any) in entering this Giveaway. You agree as a condition of entering this Giveaway that you will not seek, and hereby waive all rights to awards for, attorney's fees, punitive, multiple, incidental, and consequential damages, or any other damages other than the actual out-of-pocket expenses specifically enumerated herein. SOME JURISDICTIONS DO NOT ALLOW THE LIMITATIONS OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THE ABOVE MAY NOT APPLY TO YOU.
ANY ATTEMPT BY AN INDIVIDUAL TO UNDERMINE THE LEGITIMATE OPERATION OF THE GIVEAWAY IS A VIOLATION OF CIVIL AND CRIMINAL LAWS AND, SHOULD SUCH AN ATTEMPT BE MADE, SPONSOR RESERVES THE RIGHT TO SEEK DAMAGES FROM ANY SUCH INDIVIDUAL TO THE FULLEST EXTENT PERMITTED BY LAW.
Winners List: The name of the winner will be available following the verification of the winner and the awarding of the prize. You may also request a copy of the Official Rules or the name of the winner by sending a self-addressed, #10 business-size envelope to: AICPA, PFS Credential Practice Analysis Survey Giveaway, ATTN: Dan Snyder, 220 Leigh Farm Road, Durham, NC 27707. Indicate "Rules" and/or "Winner's List," as appropriate, on the front of your outer mailing envelope, in the lower left-hand corner. All other Giveaway inquiries may also be directed to this address.