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    Client Letter Template

    Template From time to time it is beneficial to send letters to your clients that include reminders about the types of services that you can provide them. As a special marketing benefit for PFS credential holders, a letter template regarding...
    Published on April 09, 2010

    Sample Engagement Letters

    Overview Engagement letters are used to establish a formal relationship with a client. This section provides you with sample engagement letters to be used for various types of financial planning engagements
    Published on January 15, 2013

    Sample Existing Client Letter

    Sample Letter Sample letters for existing clients highlighting planning opportunities post-ATRA and NIIT
    Published on April 21, 2014

    Sample New Client Letter

    Sample Letter Sample letters for new clients highlighting planning opportunities post-ATRA and NIIT
    Published on April 21, 2014

    Sample Letter for Monitoring and Updating Engagements

    Sample Letter Customize these sample letters to use for your personal financial planning engagements and to assist in compliance with the SSPFPS
    Published on March 14, 2014

    Sample Letter for Implementation Engagement

    Sample Letter Customize these sample letters to use for your personal financial planning engagements and to assist in compliance with the SSPFPS
    Published on March 14, 2014

    Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information

    Article Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement letters do not describe such information. Read more about illustrative engagement letter descriptions of certain historical and prospective financial information
    Published on August 22, 2011

    Sample Engagement Letter - General

    Sample Letter Customize these sample letters to use for your personal financial planning engagements and to assist in compliance with the SSPFPS
    Published on March 14, 2014

    PFP Standards Exposure Draft Log

    Tools The PFP Executive Committee responded to the comment letters received on the Statement on Standards in PFP Services
    Published on January 06, 2014

    Guide to Delivery of Personal Financial Planning (PFP) Services

    Guide A reference for day to day issues faced in delivering PFP services. Includes engagement processes, fee arrangements, software, engagement letters, reporting recommendations, and professional liability insurance
    Published on December 28, 2009

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