Pathway to the CPA/PFS Credential
Step 1: Learn
The AICPA has five online CPE learning courses that track directly to the PFP Body of Knowledge that is tested on all of the exam options. In addition, the Essentials of PFP publication provides an overview of all areas of personal financial planning. Augment this with specific practice-related and technical topics at conference sessions, live classes, webcasts and podcasts. PFP Section membership can provide additional discounts. Here is some help information:
Step 2: Pass the CPA/PFS Exam or Complete the Certificate Program
Flexibility in access and CPE credit are hallmarks of our exam review options: self-study text-based CPE and the PFP Boot Camp (in-person, online class and on-demand learning). Local testing centers and semi-annual exam windows make taking the exam convenient. PFP Section discounts also apply.
PFP Certificate Program Pathway
The Certificate Pathway leverages the new AICPA PFP certificates to meet the education and examination requirements. Complete each of the 4 certificates and then a final shorter PFS capstone exam. Fit the education and exam into your schedule more conveniently.
Step 3: Gain ExperienceWhile 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.