PFSA Cheat Sheet — Route Fit, Topic Weights, and Advisory Instincts

• Route: early CSI advisory-and-client-discovery stage
• Best fit: relationship building, client facts, financial statements, KYC-style advisory work, and early recommendations

Fast route check

Common traps

• treating PFSA like a later planning-capstone paper
• skipping the client-discovery logic and jumping straight to products
• underweighting financial statements and TVM