The PFS Credential Handbook is a comprehensive guide on how to qualify and apply for the PFS credential. The Handbook also contains information about recredentialing requirements for current PFS credential holders.

The PFS application process should take an average of one hour to complete, provided that you have gathered all the necessary documentation as outlined in the PFS Credential Handbook. We recommend that you follow the Handbook closely as you complete your application.

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PFS Credential Application Kit