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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
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 ...
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.
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.
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.
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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
The PFS designation is available only to CPAs. Currently, 7,601 CPAs hold the CFP certification, making up slightly less than 12% of the total number of CFPs in the country, according to the Certified Financial Planner Board of Standards Inc. Another 5,065 hold the PFS designation.
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
The Profiling for Success (PFS) reasoning test offers an advanced approach to the assessment of reasoning abilities for selection and development purposes. The tests cover three areas of reasoning ability. Verbal - The ability to understand written information and determine what follows logically from the information.
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.

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