Understanding and Applying the Statement on Standards in PFP Services
Originally aired 12/13/13
| Presentation Slides
Over the past three decades CPAs have expanded the planning advice they provide to individuals and families as it relates to such areas as estate, retirement, risk management and investment planning. To adapt to a rapidly evolving profession and regulatory landscape and in addition to the already existing regulatory framework
for CPAs, the AICPA is promulgating the Statement on Standards in Personal Financial Planning Services (SSPFPS) to protect the public and our members. In this podcast, Clark Blackman and Dirk Edwards will lead members through a discussion on the nature and objective of the SSPFPS; when and to whom it applies; an overview of the requirements; how the standard will help elevate your practice; and the timeline for issuance and resources.