Professional Standards and Ethics
Professional Standards and Ethics discusses the AICPA Code of Professional Conduct. The section also includes the full text of the Statements on Responsibilities in Personal Financial Planning Practice, a source of ethical guidance...
Published on January 12, 2008
PFP Practice Management
...issues that face the firm as they consider developing and managing a PFP practice. Learn more about Regulatory and Statutory Issues, Engagement Planning, Fiduciary Responsibility, and Professional Standard and Ethics
Published on May 11, 2010
Personal Financial Planning Consumer Content
Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
Published on May 20, 2014
Personal Financial Planning and Wealth Advisory Publications
Publications relevant to personal financial planning and wealth advisory services.
Published on August 07, 2013
Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you
A career as a CPA financial planner or Personal Financial Specialist may be right for you!
Published on June 23, 2014
About Us - AICPA PFP
The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
Published on September 20, 2013
PFP & CPA/PFS Learning Opportunities
Education related opportunities to develop professionally and be prepared for the PFS exam.
Published on May 15, 2014
PFS Logo Usage Guidelines
Including the AICPA Personal Financial Specialist (PFS) Credential logo on your individual letterhead, business cards, and other marketing materials will enhance your brand recognition as a credentialed financial planning expert and help differentiate your practice.
Published on January 28, 2011
CPA/PFS - A Credential By Any Other Name is Not the Same
An article discussing the benefits of the CPA/PFS credential.
Published on April 16, 2014
Registration and Compliance
Investment Advisers, Investment Adviser Representatives, Broker-Dealers and Solicitors may be subject to certain SEC and state registration and compliance issues.
Published on March 06, 2013