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Business experience requirements for the PFS credential

Nov 23, 2020 · 2 min read

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As a next step toward advancing your career, gaining the Personal Financial Specialist (PFS) credential emphasizes your expertise and knowledge of financial planning. You may already meet many of the requirements to qualify for the PFS credential. By reviewing the time you’ve spent on areas like estate planning, retirement planning, investment planning, and risk management, you can better understand how close you are to meeting the PFS experience requirements. Tools and resources are available to guide you in achieving the

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