If qualified for the PFS, you should complete the application and fax to (800) 362-5066 or email/scan to pfs@aicpa.org.
International applicants – fax number - (919) 419-4795
PFS Application
CPAs who do not have one of the qualifying exams for the PFS credential might consider one of the NASD exams that do not require NASD member firm sponsorship: the Series 65 or the Series 66.
Individuals without NASD firm sponsorship can go to the NASD webpage to complete Form U10 to take either the Series 65 or the Series 66. Information about submitting the U10 form and links to the form can be found here.
Information on signing up for a test location can be found on the NASD site here.
Information and outlines of the exam content are available on the NASAA webpage here.
Private vendors that provide study materials are listed on the NASAA webpage here.