The CFS course, exams, and case study highlight what the practitioner faces daily. Whether you are an accountant, advisor, banker, broker, money manager, or planner, you will reap immediate rewards in return for your commitment of time and study. Because the teaching materials are designed to also be used in your daily practice, each program is updated throughout the year.

Course Structure

• The CFS program consists of six modules.
• Each module takes 10 hours or less to complete.
• Materials include all study and exam preparation.
• There are three non-cumulative exams and one case study.

Examination

• Each exam is based on two modules.
• Each exam consists of 75 multiple-choice questions.
• More than one exam can be taken at a time.
• Exams are administered by the FINRA.
• Exams are taken at a Prometric Center.

Case Study

• A written case study is required.
• The case study is based on a one-page fact pattern.
• The case study answer must be less than two pages.