PFP Practice Management 

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

     

     

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    Guide to Developing and Managing a CPA PFP Practice

    Practice Aid The guide will lead you through a range of business processes most frequently encountered when developing and managing a CPA Personal Financial Planning practice.
    Published on July 14, 2014

    PFP Practice Guides

    Overview These useful guides present non-authoritative guidance on various PFP technical and practice management topics.
    Published on July 14, 2014

    Guide to Developing and Managing a CPA PFP Practice

    Guide A practice guide to help develop and manage a CPA PFP Practice.
    Published on July 14, 2014

    The CPAs Guide to Investment Adviser Registration

    Guide The content within this guide is meant to provide you with a broad overview of the investment advisory market. CPAs who are providing personal financial services are in an optimal position to add investment advisory services to their business.
    Published on July 14, 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 July 14, 2014

    PFP Practice Center Overview

    Overview The AICPA’s PFP membership section brings you resources to start or grow your business to cover your client’s personal financial planning needs that are in higher demand than ever before.
    Published on July 11, 2014

    CPAs Guide to Technology in a PFP Practice

    Guide Because firms vary in size and business approach, the technology needs of a firm will be dictated by a wide variety of factors including the firm's business model, size, client profile and goals.
    Published on June 20, 2014

    Legal Memoranda For Prudent Practices for Investment Fiduciaries

    Guide A companion to the handbook Prudent Investment Practices: A Handbook for Investment Fiduciaries, is a collection of memorandums highlighting legal bases underlying the practices set out in the handbook.
    Published on June 05, 2014

    Preparing for the New Standards in Personal Financial Planning

    Template This sample article is for use by CPA state societies to help members prepare to implement the Statement on Standards in PFP Services in practice.
    Published on May 20, 2014

    Comment Letter on SSPFPS from Illinois CPA Society

    Comment Letter Comment letter on the Statement on Standards in Personal Financial Planning Services.
    Published on May 16, 2014

    Standards in Personal Financial Planning Services

    Presentation Use this PowerPoint to educate firm professional staff on the requirements of SSPFPS and how to apply it in your practice.
    Published on May 13, 2014

    Practice Management

    Overview The Practice Management section brings you resources to start or grow your business to cover your clients' personal financial planning needs that are greater than ever before.
    Published on April 24, 2014

    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

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    Related AICPA Products



    The Adviser's Guide to Social Security: Unlocking the Mystery of Retirement Planning: Third 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.



    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.

    Copyright © 2006-2014 American Institute of CPAs.