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    Sample Engagement Letters

    Overview Engagement letters are used to establish a formal relationship with a client. This section provides you with sample engagement letters to be used for various types of financial planning engagements
    Published on September 22, 2014

    Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information

    Article Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information
    Published on September 16, 2014

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on September 17, 2014

    What You Need to Know About the New PFP Standards

    Article Get up to speed on the new PFP Standards that will go into effect on July 1, 2014. Clark M. Blackman II and Dirk Edwards help you understand if, when and how the statement applies in your practice.
    Published on May 05, 2014

    2014 Months in Review

    Overview A look back at the various milestones, as well as member benefits released during each month of the current year.
    Published on September 30, 2014

    Illustrative Engagement Letter - Short Version

    Sample Letter A short-form version sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
    Published on September 16, 2014

    Illustrative Engagement Letter

    Sample Letter A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
    Published on September 16, 2014

    Illustrative Engagement Letter for Corporate Executives

    Sample Letter A sample PFP engagement letter you can use with corporate executives. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
    Published on September 16, 2014

    Illustrative Engagement Letter Long Form

    Sample Letter A detailed PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
    Published on September 16, 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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