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PFS credential preparation

PFS Exam Review Materials Logo aicpa

  $289.00 - 369.00 |   Keir Educational Resources |   08 May 2017 |   Personal Financial Planning |   AICPA Store

Updated for 2017, the PFS Exam Review Materials is a collection of practice questions and case studies to assist PFS exam candidates as they prepare for the PFS exam. The review materials include practice questions covering:

  • Estate Planning
  • Retirement Planning
  • Insurance
  • Investments
  • Financial Planning Process
  • Elder Planning
  • Education Planning

The following materials are included:

  • A book of practice questions covering all of the above topics and sample case studies with questions – all answers are provided after each section to help you prepare
  • A book with questions using a financial calculator
  • Instructions to access hundreds of online questions and flashcards

For information on the PFS exam, go to www.aicpa.org/PFSexam.

For other PFS exam preparation options, the AICPA offers the PFP Boot Camp:
Systematically go through the entire PFP Body of knowledge to check your knowledge, with practical examples and an understanding of how these areas integrate together. Whether preparing for the PFS exam or simply freshening your skills, choose the learning option that best fits your style:

Who Will Benefit?

CPAs interested in passing the PFS exam and becoming a CPA/PFS credential holder.

Discounts

PFP and Tax Section Members Save 20%!

When you log into this website with your AICPA member user account, the discount will apply during checkout. If you are not a PFP Section member, consider joining the PFP Section or Tax Section before you order the exam. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Topics covered:
  • Personal financial planning: Technical: Estate planning, Intermediate
  • Personal financial planning: Technical: Charitable planning, Intermediate
  • Personal financial planning: Technical: Risk management & insurance planning, Intermediate
  • Personal financial planning: Technical: Investment planning, Intermediate
  • Personal financial planning: Technical: Retirement planning, Intermediate
  • Personal financial planning: Technical: Elder & special needs planning, Intermediate
  • Personal financial planning: Technical: Specialized planning issues: Education planning, Intermediate
  • Personal financial planning: Technical: Practice management & professional standards: PFP process, Intermediate
  • Personal financial planning: PFS credential preparation

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