Do the New Personal Financial Planning Standards Apply to You? 

    Originally aired 12/06/13 


    Seminar recording | Presentation materials


    Over the past three decades CPAs have expanded services and advice provided to individual clients in such areas as estate, retirement, risk management and investment planning. As both the profession and regulatory landscape rapidly evolved, it became evident that, in addition to the already existing regulatory framework for CPAs, issuing authoritative guidance specific to financial planning would be in the best interest of the public and our members.  To keep pace with this area of practice that is predicted to grow twice as fast as the accounting profession through 2017, the AICPA is promulgating the Statement on Standards in Personal Financial Planning Services (SSPFP). Members practicing in these PFP areas should understand whether these standards apply to them and how they can use these standards to protect their clients and their practice. In this webcast, Clark Blackman and Dirk Edwards will lead members through a discussion on:

    • the nature and objective of the SSPFP;
    • when and to whom it applies;
    • overview of the requirements;
    • how the standard will help elevate your practice; and
    • timeline for issuance, resource availability and when it becomes effective.

     




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