So frustrated with the PFS exams. Been taking the certificate path which I thought would be easier as it is one subject at a time but instead each exam is filled with detailed questions on topics that were barely covered if at all. Can anyone comment if the experience PFS assessment is any easier?

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Thanks and congratulations on passing!


Thanks! Good luck!

Hi! Which section did you take? I took the certificate exam earlier this year too and felt the same. I studied the material provided but the exam was so different - didn't prepare me to pass. Are you trying again? How do you plan to study differently? A colleague just took the assessment exam and said the same thing as you.

I work in tax so I feel like the education in the risk management certificate was helpful. Estate planning less so.

If you don’t have a lot of experience using the financial calculator, the investments certificate may help.

No need to take any of those exams. Just get the knowledge and then you’ll see that the experienced exam is so much easier than the certificate exams!


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