Getting Started on the PFS Credential - Examination

      Getting started     

      Examination     

      Education     

      Experience     

Let's look at the Examination Requirement for the PFS credential.
1)  Have you passed the CFP or ChFC       comprehensive financial planning exams?

YES 

Congratulations!
You have met the Examination Requirement
Click here for the next step

NO

2)  You should begin preparation for the PFS Exam.  Click here for the dates of the next PFS exam window. 

  HOW?

3)  Do you currently have broad knowledge and/or experience in personal financial planning? 

YES 

 Take the PFS Exam Review Course
It will both prepare you for the exam and identify areas where more in-depth education is needed

NO

Take the PFP Education Courses
There are separate CPE courses covering the financial planning process, tax, estate, retirement, investment, and insurance planning

IF NEEDED

 Decide if you need additional education in specific areas to be better prepared for the exam

THEN

WHEN READY  

Take the PFS Exam Review Course
It will both prepare you for the exam and identify areas where more in-depth education is needed

  WHEN READY

Take the PFS Exam
Click here for exam details          Click here to register