Introduction to Investment Planning
Investment Planning is the process of identifying and implementing effective investment strategies to create and accumulate the financial resources for achieving financial planning goals. One of the key building blocks for a successful investment advisory practice is a strong custodial relationship.
Published on March 24, 2011
Guide to Delivery of Personal Financial Planning (PFP) Services
...PFP services. Includes engagement processes, fee arrangements, software, engagement letters, reporting recommendations, and professional liability insurance
Published on December 28, 2009
Practice Management will help practitioners better understand and deal with the day-to-day issues they face in delivering personal financial planning (PFP) services. Practice management topics include compensation and fee arrangements, staffing engagement letters, and reporting recommendations.
Published on May 11, 2010
The CPAs Role in Insurance and Risk Management Planning
...from personal financial goals and structuring a plan of action to ensure that the risks are adequately protected against. The specific role CPAs play in providing risk management and insurance planning services will depend on level of expertise and
Published on March 29, 2011
Estate Planning Protecting Your Family, Providing for Your Wishes
Estate planning involves the development of strategies for protecting your assets, distributing them according to your wishes, and otherwise providing for your family. A carefully developed estate plan can help make the transition to a life without you easier for your family.
Published on September 30, 2010
Introduction to Insurance and Risk Management
Insurance and Risk Management Planning is the process of identifying the source and extent of an individual's risk of financial, physical, and personal loss, and developing strategies to manage...
Published on January 03, 2011
PFS Body of Knowledge
Summary of the PFS Body of Knowledge.
Published on April 23, 2014
Illustrative Engagement Letter
A sample PFP engagement letter you can use with your clients. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on April 03, 2012
The CPAs Role in Estate Planning
In providing estate planning services, CPAs provide services far beyond straightforward financial analyses. This planning area requires a special sensitivity to the dynamics of the client's entire life?family, finances, business, lifestyle, and goals.
Published on May 11, 2010
Structure and Implementation
This section summarizes structure and other considerations in implementing an investment services business.
Published on April 09, 2010