Products & Services

Ask about our discounts for groups and general agencies – [email protected]

ONLINE TRAINING Pricing

Annual Plans

Monthly Plans

Feature Comparison Chart  

 

Beginner
Training
Program

Advanced
Training
Program

Certification
Program

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
PLANNER CERTIFICATION

Minimum Requirement:

  1. Complete PFS Online Training Course
  2. Complete 2 Year Program
  3. Years of Work Experience
  4. Pass Examination
   

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

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