Fiduciary Standard of Care
Learn about the elements needed to be deemed a fiduciary.
Published on May 17, 2013
Fiduciary Responsibility Fact Sheet
A fiduciary's duty is to act in the interest of the plan's participants and beneficiaries to provide benefits. With respect to qualified plan assets, a fiduciary must act prudently, diversify the investments of the plan's assets, and act in a manner consistent with the plan's documents.
Published on March 03, 2010
PFP Division 2011 Year in Review
With the uncertainty and change that ushered in 2011, the AICPA PFP Division has sought to provide the latest information, tools and advocacy to support PFP Section members, inclusive of PFS credential holders, as they serve their clients. View our year in review.
Published on September 23, 2013
One CPAs Story on Becoming a Registered Investment Advisor
CPAs are realizing more and more that their financial competence, coupled with their ethical commitment, make them ideal candidates to become financial planners and investment advisors. In addition, CPAs are already adept at nurturing long term client relationships.
Published on March 24, 2011
PFP Tax News
The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
Published on April 07, 2014
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