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Sectional Memberships
PFS Credential Comprehensive Exam Registration
Registration for Upcoming PFS credential exams.
Product details

Welcome to the AICPA Personal Financial Specialist (PFS) Comprehensive Examination online registration. The comprehensive PFS exam is now available to be taken any time a testing center is open (not limited to particular testing windows).

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

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:

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 — 2 options:
    • online on-demand CPE offered in seven modules
    • in-person class offered periodically 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 — 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 — Five to eight business days after receiving your purchase confirmation email, 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 any time over the next 12 months. 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 $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 $100

Online registration/purchase 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.

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 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 specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$500.00
Member Quantity:
Nonmember Quantity:
Quantity:
Standing Order Option
Estimated total:
$500.00
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