Sample Letter for Monitoring and Updating Engagements
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 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
PFS Body of Knowledge
Summary of the PFS Body of Knowledge.
Published on April 23, 2014
DOL Proposed Regulations
Stay up to date on legislative and regulatory issues relating to the DOL proposed regulations.
Published on March 03, 2015
CPA/PFS Profile Jerry Nightingale
Meet Jerry Nightingale and learn more about his practice methodology, investment philosophy, volunteer work and leadership positions, and what makes him tick.
Published on June 04, 2014
Statement on Standards in Personal Financial Planning Services
Information on the Statement on Standards in Personal Financial Planning Services.
Published on September 17, 2014
5 Reasons Why CPA Financial Planners May be Avoiding Life Insurance
If you’re a planner who continues to avoid life insurance discussions with your clients, consider re-evaluating your personal objections to provide a more holistic approach.
Published on August 18, 2014
What You Need to Know About the New PFP Standards
Get up to speed on the new PFP Standards that will go into effect on July 1, 2014. Clark M. Blackman II and Dirk Edwards help you understand if, when and how the statement applies in your practice.
Published on May 05, 2014
Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on April 16, 2015
2014 Year in Review
Recap of PFP milestones and resources released or revised in 2014.
Published on April 13, 2015