PFP Practice Management 

    The section addresses issues that face the firm as they consider developing and managing a PFP practice.

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    Sample Letter for Monitoring and Updating Engagements

    Sample Letter Customize these sample letters to use for your personal financial planning engagements and to assist in compliance with the SSPFPS.
    Published on March 14, 2014

    Sample Letter for Implementation Engagement

    Sample Letter Customize these sample letters to use for your personal financial planning engagements and to assist in compliance with the SSPFPS.
    Published on March 14, 2014

    Sample Engagement Letter - General

    Sample Letter Customize these sample letters to use for your personal financial planning engagements and to assist in compliance with the SSPFPS.
    Published on March 14, 2014

    Practice Management

    Article PFP Practice Center The AICPA’s PFP membership section brings you resources to start or grow your business to cover your clients' personal financial planning ne
    Published on March 03, 2014

    AICPA PFP Section Thought Leadership Panel

    Article This article from PFP Executive Committee chair, Lyle Benson, recaps a discussion of leading CPA financial planners covering a wide variety of technical and practice management topics (courtesy of CCH).
    Published on February 27, 2014

    Post-Engagement Checklist

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow.
    Published on February 21, 2014

    Roadmap to Developing and Managing a CPA Personal Financial Planning Practice

    Guide The Roadmap is your PFP atlas, with the information you need to plot a route to successfully add PFP as another value-added service to your established practice.
    Published on February 04, 2014

    SSPFPS Compliance Manual

    Guide The manual addresses why SSPFPS is important to members in the protection of clients and their practice. It describes how it aligns with the AICPA Code of Professional Conduct and introduces when SSPFPS applies.
    Published on January 16, 2014

    Title

    Presentation Use this PowerPoint to educate firm professional staff on the requirements of SSPFPS and how to apply it in your practice.
    Published on January 16, 2014

    SSPFPS Flowchart

    Assessment Use this flowchart to assist you in determining when the Statement will apply.
    Published on January 16, 2014

    SSPFPS FAQs

    FAQ These FAQs provide answers to commonly asked questions practitioners may have with regard to determining applicability of and compliance with the Statement.
    Published on January 16, 2014

    SSPFPS Checklist Pre-Engagement

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow.
    Published on January 16, 2014

    SSPFPS Checklist Documentation

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow.
    Published on January 16, 2014

    Statement on Standards in Personal Financial Planning Services

    Professional Standards SSPFPS provides authoritative guidance and establishes enforceable standards for members who provide PFP services to assist them in fulfilling their professional responsibilities.
    Published on January 08, 2014

    PFP Standards Exposure Draft Log

    Tools The PFP Executive Committee responded to the comment letters received on the Statement on Standards in PFP Services.
    Published on January 06, 2014

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    Related AICPA Products



    AICPA Personal Financial Planning Membership Section

    The AICPA Personal Financial Planning Section membership is voluntary for CPAs and other professionals who provide personal financial planning services to individuals and families. The PFP Section member benefits include The CPA's Guide to Financial and Estate Planning among numerous practice guides, as well as free web seminars led by renowned experts, award-winning newsletters like Planner, and invaluable networking opportunities with CPAs around the country.



    The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning: Second Edition

    Many Baby Boom generation clients will be retiring in the next 15–20 years and will look to you to assist them in optimizing their retirement financing. This handbook is a valuable tool to use in providing advice on Social Security benefits planning to your clients.

    Copyright © 2006-2014 American Institute of CPAs.