This page describes the requirements for the PFS credential and provides access to the PFS Credential Handbook, and information on the PFS application.

PFS Initial Certification Requirements

What are the program requirements for the Personal Financial Specialist (PFS) credential? Learn More>>

PFS Credential Handbook

The PFS Credential Handbook is a comprehensive guide on how to qualify and apply for the PFS credential. The Handbook also contains information about re-credentialing requirements for current PFS credential holders. Learn More>>

PFS Application

The PFS application is used to collect information about a candidate's business experience, lifelong learning, and exam history. This information is used to determine whether the candidate has met the point requirements of the PFS multiple entry point system. Learn More>>

The Multiple Entry Point System (MEPS)

The Multiple Entry Point System (MEPS) has been introduced for the Personal Financial Specialist (PFS) credential to offer greater flexibility in obtaining the credential, while simultaneously preserving the integrity and position of the PFS credential in the marketplace. Learn More>>