CPAPFS Mentor bProgramb Handbook - AICPA - aicpa: Fill out & sign online

Here's how it works

01. Edit your form online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to change CPAPFS Mentor bProgramb Handbook - AICPA - aicpa online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making adjustments to your paperwork requires only a few simple clicks. Follow these fast steps to change the PDF CPAPFS Mentor bProgramb Handbook - AICPA - aicpa online for free:

Register and log in to your account. Sign in to the editor using your credentials or click Create free account to test the tool’s features.
Add the CPAPFS Mentor bProgramb Handbook - AICPA - aicpa for redacting. Click on the New Document button above, then drag and drop the document to the upload area, import it from the cloud, or using a link.
Change your document. Make any adjustments needed: insert text and photos to your CPAPFS Mentor bProgramb Handbook - AICPA - aicpa, underline details that matter, erase parts of content and replace them with new ones, and insert icons, checkmarks, and areas for filling out.
Complete redacting the template. Save the modified document on your device, export it to the cloud, print it right from the editor, or share it with all the people involved.

Our editor is super user-friendly and efficient. Try it out now!

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

What does PFS stand for?

Personal Financial Specialist (PFS) Designation EssentialsDesignation Training RequirementsMinimum of 75 hours of personal financial planning education within the five-year period preceding the date of the PFS applicationDesignation Exam TypeFinal Certification Exam10 more rows

What is a PFS plan?

A Private Fee-For-Service (PFFS) plan is a Medicare Advantage (MA) health plan, offered by a State licensed risk bearing entity, which has a yearly contract with the Centers for Medicare & Medicaid Services (CMS) to provide beneficiaries with all their Medicare benefits, plus any additional benefits the company decides ...

Is PFS hard?

It is an intermediate qualification and hence it is likely that the level of difficulty is moderate. However, there is no data available to substantiate the same with statistics. The exams for the Comprehensive PFS program can be taken any time during the year either online or at the testing centers.

How long does it take to study for PFS?

The AICPA states that up to 2,000 hours of tax compliance experience can count towards the total experience required for the PFS. Earn a minimum of 105 hours of personal financial planning education within the seven-year period preceding the application date.

What is PFS credential?

The Personal Financial Specialist (PFS) credential makes CPAs stand out and adds credibility. This credential allows CPAs to demonstrate their knowledge and expertise in personal financial planning.

Related forms

be ready to get more