Sample Engagement Letters
In this section, you will find engagement letters are used to establish a formal relationship with a client.
Published on December 10, 2014
Fiduciary Standard of Care
Learn about the elements needed to be deemed a fiduciary.
Published on July 16, 2014
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on April 24, 2015
Statement on Standards in Personal Financial Planning Services
Information on the Statement on Standards in Personal Financial Planning Services
Published on September 17, 2014
Acknowledgments - Proposed Statement on Standards in Personal Financial Planning Services
Thank you to all of the volunteers who paved the way to the proposed Statement on Standards in Personal Financial Planning Services
Published on June 12, 2013
DOL Proposed Regulations
Stay up to date on legislative and regulatory issues relating to the DOL proposed regulations.
Published on April 22, 2015
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 29, 2009
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 September 16, 2014
FAQs for Prospective CPA/PFS Credential Holders (Applicants)
Frequently asked questions for CPA/PFS applicants.
Published on February 19, 2015
PFP Emerging Professionals Outreach Toolkit
These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
Published on September 12, 2014