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PFSA Resources — Official CSI Source Layer

April 21, 2026

Official resources for CSI Personal Financial Services Advice (PFSA), including the course page, curriculum, and exam-credit references.

On this page

Official sources

SourceWhy it matters
PFSA course pagecurrent route and course framing
PFSA curriculumcurrent topic structure and scope
PFSA exam & creditscurrent exam-credit and logistics layer

Route-choice check

  • choose PFSA for early advisory workflow and client-discovery work
  • choose FP I or FP II if you are already in the broader planning-development lane
  • choose AFP Exam 1 and AFP Exam 2 if you are already at the later applied-planning assessment stage
Revised on Thursday, April 23, 2026
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