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PFS Credential Exam Registration

Publisher: AICPA
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Description

Welcome to the AICPA Personal Financial Specialist (PFS) Examination Online Registration. The PFS Exam is offered twice per year, once in July and once in November.

You may not be required to take the PFS exam if you have successfully passed another comprehensive financial planning exam. Check here for the requirements.

 

Exam Dates Exam Registration Deadline Early Bird
Registration Deadline
Summer 2017 July 1-31, 2017 June 26, 2017 May 24, 2017
Fall 2017 November 15 - December 15, 2017 November 8, 2017 October 18, 2017

Be sure to use any of the following discounts that may apply:

Sign-up by the early bird registration deadline and receive a 25% discount!
Note: discount is reflected when adding the product to your shopping cart.

PFP Section Members save $100.00 on the exam registration: When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout.

PFS Exam preparation options:

  1. May/June and November Virtual PFP Boot Camp - Online re-broadcast of the PFP Boot Camp with 20 hours of CPE and the instructor available for questions
  2. June (at Engage Conference) and November (at state societies) in person PFP Boot Camp - 24 hours of CPE

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!

Registering two or more CPAs for the exam? Contact the PFP Division at financialplanning@aicpa.org for details on the group registration rate.

Step 1: Exam registration – Purchase the PFS exam and receive an email confirmation of your purchase. Upon completion of this initial exam registration, your credit card will be charged the non-refundable exam fee. Upon successfully passing the PFS Credential Exam and subsequently applying for the PFS Credential, you will be required to pay a PFS Credential fee.

Step 2: Exam scheduling - Six weeks prior (and weekly thereafter) to your exam window, we will send out the Notice to Schedule (NTS) email enabling you to schedule the specific day and location to take the exam. The exam is offered at testing centers in hundreds of locations across the nation. You can schedule to take the exam at the location that suits you best any time during the two exam windows you selected.

PAYMENT OF THE EXAM FEE SERVES AS CONFIRMATION THAT YOU HAVE READ THE REGISTRATION & SCHEDULING TERMS & CONDITIONS. VIEW THE REGISTRATION & SCHEDULING TERMS AND CONDITIONS.

It is extremely important that the AICPA has the most recent contact information and email address for each registrant as your email and mailing address will be utilized for all communications regarding this exam. Log in to view or update your information.

For information about the exam format or what is included on it, visit www.aicpa.org/PFSexam.

Use the product codes below to register according to the correct exam candidate category at the bottom of this screen (select only one category):

PFS Exam

First time registrant Registration (never registered for the PFS exam in the past)

06-XAM-SUMMER2017
06-XAM-FALL2017

$300 - PFP Section members
$400 - AICPA members
$500 - non-members

Exam Re-take from previous exam (completed a previous PFS exam but did not pass)

06-RETAKE-SUMMER2017
06-RETAKE-FALL2017

$100

Online registration is available to both AICPA members and non-members. If you are a member, please sign in with your AICPA Member user account to register for the exam.

  • If you have not created a user account, click here.
  • If you are not a member of the AICPA, you can join by clicking here.
  • If you are a member of the AICPA but not a member of the PFP Section and would like access to the benefits of membership, join the PFP Section by clicking here.

If you have any inquiries, please direct them to pfs@aicpa.org or call 888-777-7077.

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Subscription Info

Summer 2017 - First-time Exam
Membership ,
Product# 06-XAM-SUMMER2017
Regular:$500.00
AICPA Member:$400.00
Your Price:$500.00
Summer 2017 - Exam Retake
Membership ,
Product# 06-RETAKE-SUMMER2017
Regular:$100.00
AICPA Member:$100.00
Your Price:$100.00
Fall 2017 - First-time Exam
Membership ,
Early Bird
(Register by 10/18/17)
Product# 06-XAM-FALL2017
Regular:$375.00
AICPA Member:$300.00
Your Price:$375.00
Fall 2017 - Exam Retake
Membership
Product# 06-RETAKE-FALL2017
Regular:$100.00
AICPA Member:$100.00
Your Price:$100.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.