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    Professional Standards and Ethics

    Overview 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 for financial planners
    Published on January 12, 2008

    Objectivity, Integrity and Disclosure

    Guidance Under the AICPA Code of Professional Conduct, a member must maintain objectivity and integrity, shall be free of conflicts of interest, and shall not knowingly misrepresent facts
    Published on March 05, 2013

    Personal Financial Planning Consumer Content

    Overview 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 September 10, 2013

    Reenergize and Renew Your Relationships with High-Impact Client Review Meetings

    Webcast This information-packed and practical session presents Ed Jacobson’s framework of High-Impact Client Review Meetings©, which includes four specific meeting phases (Kickoff; Qualitative; Quantitative; and Wrap-up) and unique purposes, steps, and tools for each phase. Ed describes each phase in detail, so that you can apply the framework in your very
    Published on January 28, 2011

    Other Regulatory Resources

    Link In addition to the information in the PFP Practice Center on registration and compliance issues for financial advisers, consider these other useful resources.
    Published on July 12, 2013

    SSPFPS Compliance Manual

    Guide The manual addresses why SSPFPS is important to members in the protection of clients and their practice. It describes how it aligns with the AICPA Code of Professional Conduct and introduces when SSPFPS applies
    Published on January 16, 2014

    Fiduciary Standard of Care

    Overview Learn about the elements needed to be deemed a fiduciary.
    Published on May 17, 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

    Professional Responsibilities

    Overview An overview of the professional responsibilities and standards associated with personal financial planning services.
    Published on February 04, 2014

    Grow Your Practice Healthcare Planning in Retirement

    Webcast The fear of being able to pay for healthcare in retirement is second only to the fear of running out of money. There is an opportunity for knowledgeable CPA financial planners to address these fears directly and grow their planning practice.
    Published on June 29, 2012

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