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    Webcast Series Statement on Standards in Personal Financial Planning Services

    Webcast 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

    Webcast 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

    Newsletter 2013 Issues of Inside Information
    Published on January 03, 2014

    The Basics of Providing Investment Advice

    Guide 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

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on April 16, 2014

    PFP Tax News

    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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