CPE Self-Study

PFS Exam Review Course

  • $599.00-$749.00
    PFS Exam Review Course In Stock Product #: 757016
    AICPA Member: $599.00
    Non-Member: $749.00
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    Product #: GT-PFSEXAMREV

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 www.aicpa.org/PFSexam.

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 service@aicpa.org.

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!

Table of Contents

Contents of your PFS Exam Review Course:
Topical review of the major areas of personal financial planning:

  • Six topical review digests with CPE questions and exam in each of the primary areas of financial planning. These qualify for CPE credit, totaling 32.5 hours as follows:
    • Estate planning - 6.0 hours
    • Financial planning process - 4.0 hours
    • Income tax planning - 5.0 hours
    • Insurance planning - 5.0 hours
    • Investment planning - 8.0 hours
    • Retirement planning - 4.5 hour
  • A CD with a searchable PDF of each review digest for looking up specific topics
  • Access to review questions and flashcards
  • Statement on Responsibilities in Personal Financial Planning Practice

Practice Questions for the Exam

  • Content Specification Outline of the PFS Exam
  • Sample questions that have been retired from the PFS exam
  • Practice questions
  • Case studies
  • Keir's guide to your financial calculator

About the Authors

Keir Educational Resources

About the Publisher


About the AICPA The American Institute of CPAs is the world’s largest member association representing the accounting profession, with more than 412,000 members in 144 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants, it has established the Chartered Global Management Accountant designation, which sets a new standard for global recognition of management accounting.