Products & Services
Ask about our discounts for groups and general agencies – sales@personalfinancialsnapshot.com
ONLINE TRAINING Pricing
Annual Plans
Principle PFS Training
$1,788/Yr
Two (2) Software Downloads?
365 Day License
Two Computers / One User
Compatible with Windows Operating Systems or Use Parallels Desktop for macOS Users
Start 5-Day Free Trial
Advanced PFS Training
$2,980/Yr
Two (2) Software Downloads?
365 Day License
Two Computers / One User
Compatible with Windows Operating Systems or Use Parallels Desktop for macOS Users
Start 5-Day Free Trial
CERTIFICATION PROGRAM
$8,750/Yr
Two (2) Software Downloads?
365 Day License
Two Computers / One User
Compatible with Windows Operating Systems or Use Parallels Desktop for macOS Users
Start 5-Day Free Trial
Monthly Plans
BEGINNER PFS TRAINING
$149/Mo
Two (2) Software Downloads?
365 Day License
Two Computers / One User
Compatible with Windows Operating Systems or Use Parallels Desktop for macOS Users
Start 5-Day Free Trial
Advanced PFS Training
$248/Mo
Two (2) Software Downloads?
365 Day License
Two Computers / One User
Compatible with Windows Operating Systems or Use Parallels Desktop for macOS Users
Start 5-Day Free Trial
Feature Comparison Chart
 |
Beginner
|
Advanced
|
Certification
|
|---|---|---|---|
| Cost Per Year | $1,788/Yr | $2,980/Yr | $8,750/Yr |
| Cost Per Month | $149/Mo | $248/Mo | N/A |
| Personal Financial Snapshot Software License (Two Computers/One User) |
X | X | X |
| Access to All PFS Online Training Courses | X | X | X |
| 1 free book (paperback) | X | X | X |
| Monthly PFS Newsletter | X | X | X |
| Live Virtual Monthly Group Training | X | X | |
| Discount on copies of “Principles-Based Planning” Book | X | X | |
| Bi-Weekly Study Groups | X | ||
| Weekly One-on-One Live Trainings | X | ||
| Access to a PFS Trainer | X | ||
| Live Client Observation Meetings | X | ||
PRINCIPLES-BASED FINANCIAL
|
X |
System Requirements
- MacOS running Parallels Desktop for Windows
- PC running Windows 7 or later, x86 or x64 versions
- Will not run on systems running Windows RT
- .NET Framework 4.5 must be installed
- Windows 8 and above include it by default
- Windows 7 users may need to download and install it (https://www.microsoft.com/en-us/download/details.aspx?id=30653)
- Monitor resolution of 1024×768 or greater is recommended
- At least 10 MB of available disk space