×

Sectional Memberships

PFS Credential Comprehensive Exam Registration

Publisher: AICPA
  • $400.00-$500.00
    Winter 2018 - First-time Exam Product #: 06-XAM-WINTER2018
    AICPA Member: $400.00
    Non-Member: $500.00
  • $100.00
    Winter 2018 - Exam Retake Product #: 06-RETAKE-WINTER2018
    AICPA Member: $100.00
    Non-Member: $100.00
  • $400.00-$500.00
    Spring 2018 - First-time Exam Product #: 06-XAM-SPRING2018
    AICPA Member: $400.00
    Non-Member: $500.00
  • Read More
  • $100.00
    Spring 2018 - Exam Retake Product #: 06-RETAKE-SPRING2018
    AICPA Member: $100.00
    Non-Member: $100.00
  • Read Less

Welcome to the AICPA Personal Financial Specialist (PFS) Comprehensive Examination online registration. The comprehensive PFS exam is offered during a four-week window four times per year in February, June, August, and November.

You may not be required to take the comprehensive 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
Winter 2018 February 1-28, 2018 January 25, 2018 January 1, 2018
Spring 2018 June 1-30, 2018 May 25, 2018 May 1, 2018

Alternative option to the comprehensive PFS exam: Use the PFP Certificate Programs to take the education and exam in modules over a period of time.

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.

Comprehensive PFS exam preparation options:

  • PFP Boot Camp — 3 options:
    • online on-demand CPE offered in seven modules
    • virtual online class offered in May and November — online rebroadcast
    • in-person class offered in June at Engage Conference and November (at state societies)
  • PFP Exam Review Materials — practice questions for exam

A limited number of $200 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 comprehensive 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 comprehensive exam at testing centers nation-wide. Schedule your exam at the location that suits you best any time during your exam window.

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.

PFS exam product code description to select at the bottom of the screen
First time registrant
(never registered for the PFS exam in the past)
06-XAM-WINTER2018
06-XAM-SPRING2018
$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-WINTER2018
06-RETAKE-SPRING2018
$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.

About the Publisher

AICPA

About the AICPA
The American Institute of CPAs (AICPA) 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.