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PFS Exam Review Course

Author/Moderator: Keir Educational Resources
Publisher: AICPA
Availability: In Stock
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The PFS Exam Review Course, updated for the 2013 exam, is a self-study text-based review course to assist PFS exam candidates as they prepare for the PFS Exam, while providing 32.5 hours of CPE credit as well. For information on the PFS Exam, go to www.aicpa.org/PFSexam.

This review course contains the following materials:

1. Review digests with CPE covering the six basic areas of personal financial planning:

• Estate Planning,
• Income Taxation,
• Retirement Planning,
• Insurance,
• Investments,
• Financial Planning Process
2. Practice questions for the exam
• 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 Responsibilities in Personal Financial Planning Practice
• access to hundreds of online questions and flashcards

  • PFP Section Members save $125.00/Tax Section Members $75.00: When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. If you are not a PFP Section member, consider joining the PFP Section before you order the exam. The discounts will reduce your costs plus give you access to all the PFP member benefits. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

  • Add the PFS Exam Registration to your order and receive an additional 10% discount on the first-time exam registration and the review course! Click here to order the PFS Exam Registration. Note: both items must be purchased within the same order to earn the 10% discount.


Do you like a live review class? An intensive 2-day 24-hour CPE class is being held June 26-28, 2013 in Durham, NC at the AICPA offices. This  This live review class will highlight where you need to focus your study and, since the Winter PFS Exam window does not close until four weeks after this class , you can take the exam after the class.

The PFS Exam Sponsorship program allows you to be reimbursed $200 for the review course, $400 for the web review class or $600 for the live review class. Now is the best time to prepare for and take the PFS exam.

NASBA Field of Study: Specialized Knowledge and Applications
Level: Intermediate
Recommended CPE Credit: 32.5
Important Information on Your CPE Credit
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Product# 757013
Availability: In Stock
Regular:$625.00
AICPA Member:$500.00
Your Price:$625.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.