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The PFP staff at the AICPA, the National Accreditation Commission, along with the PFS Credential Committee, have created a pathway to the PFS specific to the CPA financial planner. We are pleased to announce important changes to the PFS requirements which better reflect our member’ needs and more accurately reflect the depth and breadth of experience and technical expertise required to obtain this credential.
Beginning in 2009, the AICPA will be offering our own comprehensive financial planning exam for the PFS credential. Look for more upcoming details on this innovative program.
The requirements to obtain the PFS credential have been updated as well:
- Education - 80 hours
- Experience – 2 years full-time experience
- Exam - qualifying exams will include the new PFS exam, or the CFP or ChFC exams
The Series 7, 65, and 66 and CFA exams, which are currently accepted as qualifying exams, will be phased out as of December 31, 2010.
For further information on this exciting change, please refer to the PFS Credential Application Kit which contains the new application, effective for new applicants after 1/31/09.
PFS Credential Application Kit
Click here for a detailed summary of the changes.
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.
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