PFS Credential Exam Registration

Welcome to the AICPA Personal Financial Specialist (PFS) Examination Online Registration. The PFS Exam is now offered twice per year on the following dates. NOTE:  Effective immediately, candidates can now sit for the PFS exam during any exam period, not just once per year. For example, if you do not pass the summer PFS exam, you will be able to re-take the exam in the winter exam window. 

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

Be sure to use any of the following discounts that may apply:

Step 1: Exam registration – Purchase the 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 exam. The exam is offered at testing centers in hundreds of locations across the nation. You can schedule to take the exam at the location that suits you best any time during the two exam window you selected. 

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.

Use the product codes below to register according to the correct exam candidate category at the bottom of this screen (select only one category):

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.