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

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org. Find out more information on the PFP Section or Tax Section.

If you are purchasing a product in one of the following formats, please check the system requirements below:

Online Professional Library
The AICPA Online Professional Library will operate in a variety of configurations, but only the configuration described below is supported by our technicians:

  • Windows 7+ (Latest Microsoft Edge, Internet Explorer, Firefox or Chrome)


Minimum system requirements are:

  • Internet access
  • Adobe ID
  • Adobe® Digital Editions (ADE) is a free program that lets you read eBooks on a PC, Mac, and any supported smartphone or tablet. You MUST download and login to ADE in order to view an AICPA eBook. AICPA eBooks are best viewed when using ADE 3 for PC and ADE 4 for Mac.
  • For mobile access to eBooks, download the free Bluefire Reader app for Apple (iOS) and Android phones and tablets.


  • eBooks are intended for a single user only.
  • An eBook is a downloadable file that will be accessible immediately after completing your purchase. Access to the download link expires 180 days from the purchase date so you must download the file before this time elapses.
  • This product is refundable within 10 days of your purchase date.

Read the AICPA eBook Tutorial and see our FAQ for more information.


  • Adobe® Acrobat® Reader 8 or higher
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.

Ratings and reviews

Keir Educational Resources

Member Quantity:
Nonmember Quantity:
Estimated total:
Add to cart
Back to Top