Successful completion of the PFS Case Study and Exam will satisfy the PFS credential examination requirement and demonstrate both the candidate’s knowledge and ability to communicate comprehensive financial concepts.
· The PFS exam tests the candidate’s comprehensive financial planning knowledge on the detailed areas presented in the PFS Exam Content Specification Outline.
· The PFS case study allows the candidates to apply their knowledge in real-life situations in a manner that demonstrates and reinforces their communication skills.
The PFS Case Study and Exam program with 26 CPE credits is offered at the AICPA’s Lewisville (Dallas) Texas offices from December 7-10, 2009. Download brochure Register today
Don’t miss the PFS Exam Sponsorship Program to assist you with the expenses related to taking the PFP Case Study and Exam. The $2,000 sponsorship completely reimburses your registration fees plus some of your travel costs. Deadline to apply is November 24th, 2009. Apply today.
Program details: The PFS Case Study and Exam beta program offered in 2008 received very high reviews and is scheduled again from December 7-10, 2009. The PFS exam is a 200 question six-hour comprehensive exam. The PFS case study is a comprehensive personal financial planning case study hosted by the financial planning department at Texas Tech University. It is offered in a relaxed environment that allows discussion and collaboration with your peers and feedback and evaluation of your proposals and by both instructors and peers. This is truly an advanced education opportunity and will challenge you regardless of you experience. Here are the specifics:
1 day proctored PFS Exam followed by a 3 day interactive case study
Located at the AICPA’s Lewisville, TX office
To be held December 7-10, 2009
Candidates will be responsible for their own travel arrangements and expenses
Registration fees vary based on membership: