The AICPA has created a clearly defined path to the PFS credential specific to the CPA financial planner.
Whether you are a new CPA, an experienced CPA new to financial planning, or an experienced CPA financial planner, our goal is to help you assess where on the path you need to start in order to complete each of the requirements for the PFS Credential.
The 2009 PFS exam program includes:
· A self-study exam review course that covers the five core areas of the PFS exam.
· The PFS Case Study and Exam four-day program in the Lewisville (Dallas), TX AICPA offices.
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.
If you have specific question, email us directly at financialplanning@aicpa.org
Key 2009 Dates:
|
Date |
Event |
Location / Comments |
|
Available now |
Self-study PFS Exam Review Textbooks |
Purchase now |
|
Nov 24, 2009 |
PFS Sponsorship submission deadline |
Application here! |
|
Dec 7-10, 2009 |
Live PFS Case Study and Exam |
AICPA Texas Office Register today |