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AICPA PFS Exam Review Materials
Get the PFS Exam Review Materials, a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. Updated for 2017.

PFP and Tax section members receive a 20% discount

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Product details

Who Will Benefit?

  • CPAs interested in passing the PFS exam and becoming a CPA/PFS credential holder

Key Topics

  • Practice questions for the PFS exam
  • Topics and sample case studies with questions and answers
  • Access to online questions

Ensure you're thoroughly prepared for the PFS exam

Updated for 2018, this collection of practice questions and case studies will help you prepare for the Personal Financial Specialist (PFS) exam. The review materials include practice questions covering:
  • Estate Planning
  • Retirement Planning
  • Insurance
  • Investments
  • Financial Planning Process
  • Elder Planning
  • Education Planning
You'll receive the following materials:
  • A book of practice questions covering all of the above topics and sample case studies with questions along with answers after each section to help you identify focus areas
  • A book with questions requiring you to use a financial calculator
  • Instructions for how to access hundreds of additional questions online

Need additional help? Check out the PFP Boot Camp

Systematically go through the entire PFP Body of knowledge to check your knowledge, with practical examples and an understanding of how these areas integrate together. Whether preparing for the PFS exam or simply freshening your skills, choose the learning option that best fits your style:
  • Self-Study Online - Buy the entire series or specific sessions
  • Live instructor options are also available periodically throughout the year as webcasts and in-person at AICPA ENGAGE.

For information on the PFS exam, go to www.aicpa.org/PFSexam.

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Keir Educational Resources

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