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    PFS Exam Review Options

    Overview Learn about the PFS Exam Review program at the AICPA
    Published on April 21, 2014

    Personal Financial Specialist (PFS) Exam

    Overview Learn how to prepare for the Personal Financial Specialist (PFS) exam
    Published on April 21, 2014

    Statement on Responsibilities in PFP Practice and What CPAs Need to Know for the PFS Exam and Beyond

    Webcast Originally published in 1993, the Statements were revised in 2004 and again over the last couple of years to ensure they continue to be contemporary and relevant in a dynamic environment.
    Published on July 17, 2013

    Other Regulatory Resources

    Link In addition to the information in the PFP Practice Center on registration and compliance issues for financial advisers, consider these other useful resources
    Published on July 12, 2013

    PFS Body of Knowledge

    Overview Summary of the PFS Body of Knowledge.
    Published on April 23, 2014

    FAQs for Prospective CPA/PFS Credential Holders

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on April 17, 2014

    Getting Started on the PFS Credential - Experience

    Assessment Learn about the Experience requirements of the PFS credential.
    Published on April 23, 2014

    Getting Started on the PFS Credential

    Assessment Learn the steps to get started with the PFS credential.
    Published on April 23, 2014

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on February 05, 2014

    2014 Month in Review

    Overview A look back at the various milestones, as well as member benefits released during each month of the current year.
    Published on April 16, 2014

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