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PFS Exam Review Course

Author/Moderator: Keir Educational Resources
Publisher: AICPA
Availability: In Stock
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The PFS Exam Review Course (newly updated for 2016), is a self-study, text-based review course to assist PFS exam candidates as they prepare for the PFS exam, while providing over 32 hours of CPE credit.

The review course includes six review digests with accompanying CPE exams, which can each be taken individually, to provide you with flexibility and ease in your exam preparation and in obtaining your CPE credit. These review digests cover:

  • Estate Planning
  • Income Taxation
  • Retirement Planning
  • Insurance
  • Investments
  • Financial Planning Process

In addition to the course review digests, the following preparatory materials are also included:

  • Sample retired PFS exam questions
  • A sample case study book with practice questions
  • A book with questions using a financial calculator
  • A book with practice questions covering all topics in a random order
  • A copy of the AICPA's Statement on Standards in Personal Financial Planning Services
  • Access to hundreds of online questions and flashcards

For information on the PFS exam, go to

Learning Objectives:
  • Apply a working knowledge of the following areas as they pertain to the decisions that clients would need to make as they work through a comprehensive financial planning engagement with a CPA financial planner:
    • Estate planning
    • Income tax planning
    • Investment planning
    • Retirement planning
    • Insurance planning
    • Personal financial planning
  • Use each of the modules together with the other components of the PFS Exam Review Course to prepare to take the PFS exam.

Topics Discussed:

  • General financial planning
  • Income tax planning
  • Investment planning
  • Retirement planning
  • Insurance planning
  • Estate planning

Who Will Benefit?

  • CPAs interested in passing the PFS exam and becoming a CPA/PFS credential holder
  • CPAs with experience in tax planning and some areas of personal financial planning but want a review and overview of how all of the areas of personal financial planning work together to meet their clients’ needs
PFP Section Save $100.00/Tax Section Members Save $50.00 Automatically
When you log into this website with your AICPA member user account, the discount will apply during checkout. If you are not a PFP Section member, consider joining the PFP Section or Tax Section before you order the exam. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or
Take the PFS Exam for Free!

Register for this product and get the PFS exam for free. Offer valid for the summer 2016 exam window and first-time registrants only.  To receive your free PFS Exam registration, you must place both this product and the PFS Exam in your online shopping cart.

A limited number of $200, $400 and $600 Exam Sponsorships are available for PFP Section members who prepare for and complete the exam. This will reimburse some of your costs after the exam is completed. Apply today!

NASBA Field of Study: Specialized Knowledge and Applications
Level: Intermediate
Recommended CPE Credit: 32.5
PFS Exam Review Course
Product# 757016
Availability: In Stock
AICPA Member:$599.00
Your Price:$749.00
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