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    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 Engagement Letters

    Overview 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

    Overview Summary of the PFS Body of Knowledge.
    Published on April 23, 2014

    DOL Proposed Regulations

    News 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

    Article 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

    Exposure Draft 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

    Article 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

    Article 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

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on April 16, 2015

    2014 Year in Review

    Overview Recap of PFP milestones and resources released or revised in 2014.
    Published on April 13, 2015

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