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PFS Credential Exam Registration

Publisher: AICPA
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Description

Welcome to the AICPA Personal Financial Specialist (PFS) Examination Online Registration. The PFS Exam is offered twice per year, once in July and once in December/January.  

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.

 

Exam Dates

Exam Registration Deadline

Early Bird Registration Deadline

Fall/Winter 2014 Exam December 15, 2014 - January 26, 2015 December 8, 2014 November 17,2014
Summer 2015 Exam July 1 - July 31, 2015 June 17, 2015 June 10, 2015

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

  • Sign-up up by the early bird registration deadline and receive a 25% discount!
    Note: discount is reflected when adding the product to your shopping cart.
Exam

Full Price Early Bird Price
First time registrant - PFP Section member $300 $225
First time registrant - AICPA member

$400 $300
First time registrant - Non-AICPA member $500 $375
  • 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. 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 Review Course to your order and receive an additional 10% discount on the first-time exam registration and either review program! Note: both items must be purchased within the same order to earn the 10% discount.
  • $200, $400 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 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 examLog 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):

PFS Exam

First time registrant Registration (never registered for the PFS exam in the past)

06-XAM-FALL2014
06-XAM-SUMMER2015

$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-FALL2014
06-RETAKE-SUMMER 2015

$100

Exam Deferral from previous exam (paid as a first time registrant for a previous exam but never sat for the exam)

06-DFRL-FALL2014
06-DFRL-SUMMER2015

$100

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.

Table of Contents

Excerpts

Subscription Info

First time registrant
Membership ,
Early Bird
(Register by 11/17/14)
Product# 06-XAM-FALL2014
Regular:$375.00
AICPA Member:$300.00
Your Price:$375.00
Exam Re-take from previous exam
Membership ,
Product# 06-RETAKE-FALL2014
Regular:$100.00
AICPA Member:$100.00
Your Price:$100.00
Exam Deferral from previous exam
Membership ,
Product# 06-DFRL-FALL2014
Regular:$100.00
AICPA Member:$100.00
Your Price:$100.00
First time registrant
Membership ,
Early Bird
(Register by 06/10/15)
Product# 06-XAM-SUMMER2015
Regular:$375.00
AICPA Member:$300.00
Your Price:$375.00
Exam Re-take from previous exam
Membership ,
Product# 06-RETAKE-SUMMER2015
Regular:$100.00
AICPA Member:$100.00
Your Price:$100.00
Exam Deferral from previous exam
Membership
Product# 06-DFRL-SUMMER2015
Regular:$100.00
AICPA Member:$100.00
Your Price:$100.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.