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It serves as a comprehensive guide for certified public accountants (CPAs) seeking to enhance their expertise in personal financial planning (PFP). The document elaborates on two primary pathways: the Certificate pathway, designed for CPAs with up to 3,000 hours of experience, which involves completing four technical PFP certificates and a PFP Practical Applications certificate; and the Experienced pathway, tailored for CPAs with over 7,500 hours of experience, offering a streamlined approach through a self-study CPE course and an assessment. It also lists valuable resources, tools, and information available to candidates, and provides details on the application process, examination requirements, and costs associated with preparing for and taking the PFS Exam. 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It signifies expertise in retirement planning, estate planning, investment planning, and risk management/insurance planning.","Answer",{"name":116,"@type":111,"acceptedAnswer":117},"What are the two pathways to obtain the CPA/PFS credential?",{"text":118,"@type":114},"The two pathways are the Certificate pathway, for CPAs with up to 3,000 hours of experience, involving online technical PFP certificates and exams, and the Experienced pathway, for CPAs with over 7,500 hours of experience, involving a self-study CPE course and an assessment.",{"name":120,"@type":111,"acceptedAnswer":121},"What does the PFS Experienced CPA Education course cover?",{"text":122,"@type":114},"The PFS Experienced CPA Education is a 13-hour self-study CPE course that focuses on the PFP process, professional responsibilities, and practical case studies, designed for experienced CPAs.","https://schema.org",{"og:url":83,"og:type":125,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":127,"canonical":83},"index,follow",{"doc_id":129,"site_id":62},180114,1788339468,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":92,"user_avatar":134,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":105,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":140,"language":141,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":142,"faqs":143,"seo_title":144,"seo_description":67,"update_tm":130,"read_time":36,"preview_page_count":4},1099525198933,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","| 2 What is the CPA/PFS credential? |\n| --- |\n| 3 Six great reasons to obtain the CPA/PFS credential |\n| 4 CPA/PFS pathway —your professional development roadmap |\n| 5 Valuable resources, tools and information |\n| 6 PFS application process (It’s easy to apply!) |\n| 7 CPA/PFS Body of Knowledge |\n| 9 Experience requirement |\n| 9 Education requirement |\n| 10 Examination requirement |\n| 10 Reinstating a lapsed CPA/PFS credential |\n| 11 FAQs |\n| 12 Preparing for the exam requirement |\n| 13 Costs to prepare for and take the PFS Exam |\n\n| Certificate pathway | Experienced pathway |\n| --- | --- |\n| Good for CPA practitioners with up to 3,000 hours of experience seeking a systematic, methodical approach to learning, looking to fit the education and exam modules into a busy schedule.\u003Cbr>• Complete all four technical PFP certificates — with online education followed by web-proctored exams on your computer\u003Cbr>– Retirement Planning\u003Cbr>– Estate Planning\u003Cbr>– Investment Planning\u003Cbr>– Risk Management/Insurance Planning\u003Cbr>• Complete the PFP Practical Applications certificate —covering the PFP process, regulatory environment, and practical case studies | Good for experienced CPA practitioners (more than 7,500 hours) looking for a streamlined and cost-effective approach that takes into account the competency and expertise their substantial experience provides.\u003Cbr>• Complete the PFS Experienced CPA Education — a 13-hour self-study CPE course focusing on the PFP process, professional responsibilities, and practical case studies.\u003Cbr>• Sit for the PFS Experienced CPA Assessment —multiple-choice exam based on the CPE case studies. |","cbCaiaJDoXw3fcGS","https://ap.wps.com/l/cbCaiaJDoXw3fcGS","pdf",1186073,16,"English","# CPA/PFS Credential\n# Six Great Reasons to Obtain the CPA/PFS Credential\n# CPA/PFS Pathway — Your Professional Development Roadmap\n# Valuable Resources, Tools and Information\n# PFS Application Process\n# CPA/PFS Body of Knowledge\n## Experience Requirement\n## Education Requirement\n## Examination Requirement\n## Reinstating a Lapsed CPA/PFS Credential\n# FAQs\n# Preparing for the Exam Requirement\n# Costs to Prepare For and Take the PFS Exam\n# Certificate Pathway\n# Experienced Pathway","[{\"question\":\"What is the CPA/PFS credential?\",\"answer\":\"The CPA/PFS credential is a designation for certified public accountants (CPAs) specializing in personal financial planning (PFP). It signifies expertise in retirement planning, estate planning, investment planning, and risk management/insurance planning.\"},{\"question\":\"What are the two pathways to obtain the CPA/PFS credential?\",\"answer\":\"The two pathways are the Certificate pathway, for CPAs with up to 3,000 hours of experience, involving online technical PFP certificates and exams, and the Experienced pathway, for CPAs with over 7,500 hours of experience, involving a self-study CPE course and an assessment.\"},{\"question\":\"What does the PFS Experienced CPA Education course cover?\",\"answer\":\"The PFS Experienced CPA Education is a 13-hour self-study CPE course that focuses on the PFP process, professional responsibilities, and practical case studies, designed for experienced CPAs.\"}]","PFS Credential Handbook 2025 | PDF"]