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PFS Credential Comprehensive Exam Registration
Personal Financial Planning
Exam

PFS Credential Comprehensive Exam Registration

Registration for Upcoming PFS credential exams.

$100.00 - $500.00
Do you have an AICPA membership? Log in to apply your member discount.

Format

Scheduled

Availability

Product Number

06-XAM

 Business & partner 
Product Details

"Welcome to the AICPA Personal Financial Specialist (PFS) Comprehensive Examination online registration. The comprehensive PFS exam is available to be taken any time either online or at a testing center, whichever is most convenient for you.

You may not be required to take the comprehensive PFS exam to obtain the CPA/PFS credential if you have successfully passed another comprehensive financial planning exam. View the requirements.

Alternative option to the comprehensive PFS exam: Use the PFP Certificate Programs to take the education and exam in modules over a period of time.

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

Comprehensive PFS exam preparation options: The PFP Boot Camp Bundle exam prep is synchronized with the current PFS exam, focusing on core content, and is offered as on-demand CPE in seven modules.

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 Purchase the comprehensive 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 Five to eight business days after receiving your purchase confirmation email, we will send out the Notice to Schedule (NTS) email enabling you to schedule the specific day and either online proctor time or testing center location to take the exam any time over the next 18 months.

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 https://www.aicpa.org/membership/join/pfs-exam.html.

Your statusChoose product# above to registerExam Fee
First time registrant (never registered for the PFS exam in the past)06-XAM$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$100

Online registration/purchase 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 any inquiries, please direct them to pfs@aicpa.org or call 888-777-7077.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
PFS Credential Comprehensive Exam Registration
Select from the following options:
Scheduled - Exam
$500.00
Scheduled - Exam Retake
$100.00
Nonmember Price
$500.00
Price excluding sales tax
$500.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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