Webcast Series Statement on Standards in Personal Financial Planning Services
Learn about the applicability, requirements, practical applications, and ways to elevate your practice through the Statement on Standards in Personal Financial Planning Services.
Published on February 27, 2014
Do the New Personal Financial Planning Standards Apply to You
Members practicing in PFP should understand whether the Statement on Standards in PFP services applies to them and how they can use the statement to protect their clients and their practice.
Published on December 18, 2013
Inside Information Archives - 2013
2013 Issues of Inside Information
Published on January 03, 2014
The Basics of Providing Investment Advice
Learn the basics of providing investment advice, including the the definition of Investment Adviser and SEC and state registration requirements.
Published on February 05, 2013
Statement on Standards in Personal Financial Planning Services
Information on the Statement on Standards in Personal Financial Planning Services.
Published on April 16, 2014
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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