AICPA PFS Exam Sponsorship Program

Reduce the cost of preparing for and taking the PFS Exam


Funding for this program is provided by the Association of CPA Financial Planners (ACPAFP), an organization committed to promoting the CPA/PFS credential for CPA financial planners.   These awards are intended to encourage experienced CPAs who have an interest in personal financial planning to complete the examination requirement and ultimately obtain the CPA/PFS credential.

 

The sponsorship is only available to those that have not received a sponsorship payment in the past.  The payment will reimburse candidates for a portion of the expenses they have incurred after they complete the PFS exam.  Refer to the PFS Exam page (aicpa.org/PFSexam) for dates and details of the current exam. 

For PFP Section members, this sponsorship can reduce the net cost for preparing for and taking the PFS exam.

There are three levels of sponsorship available, based on the type of exam review you are planning (all require you to sit for the exam):


This 2-1/2 day class is offered in both spring and fall prior to each exam.

You must be a section member to qualify for the Sponsorship. If you are not a PFP Section member, you can
join online

As a section member, your PFP Boot Camp and exam are discounted by $200 from the AICPA member price, almost covering the entire cost of section membership.



If you have specific questions on this page, submit to the PFP Division staff via email at financialplanning@aicpa.org.

Return to CPA/PFS Credential Overview page