Illustrative Engagement Letter for Corporate Executives
Sample Letter:
A sample PFP engagement letter you can use with corporate executives. Although you should consult legal counsel before drafting any client agreements, this sample will get you started.
Published on April 03, 2012
Statement on Responsibilities in Personal Financial Planning Practice
Practice Aid:
The Statements on Responsibilities in Personal Financial Planning Practice establish responsibilities in providing PFP services. They should serve as guidelines for the delivery of PFP services
Published on January 25, 2011
Statement on Responsibilities in a Personal Financial Planning Practice
Guidance:
The Personal Financial Planning Executive Committee has issued this Statement on Responsibilities to provide guidance to the CPA financial planner and ensure that the highest levels of integrity, professionalism, objectivity and competence are applied to...
Published on March 24, 2011
Statement on Responsibilities in PFP Practice and What CPAs Need to Know for the PFS Exam and Beyond
Webcast:
The Personal Financial Planning Executive Committee has issued the Statements on Responsibilities in PFP Practice (SORs) to provide guidance to the CPA financial planner in applying the highest levels of integrity, professionalism and competence in...
Published on March 25, 2011
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...
Published on August 22, 2011
Personal Financial Planning Executive Committee
Objectives or Roster:
Learn about the Financial Planning Executive Committee's objective and members
Published on November 13, 2012
About Us - AICPA PFP
Overview:
The AICPA's Personal Financial Planning ( PFP) division enjoys its 20th anniversary with renewed commitment resulting from the AICPA...
Published on July 11, 2012
Using the Statement on Responsibilities in Personal Financial Planning Practice to Develop a Basis for Delivering PFP Se...
Webcast:
Understanding your responsibilities as a CPA delivering personal financial planning (PFP) services and protecting yourself against the unforeseen risks of litigation are critical...
Published on August 17, 2011
PFP State Resource Sharing
Tools:
State societies are welcome to link to these valuable resources on the PFP Division’s Web site.
Published on February 04, 2013
Financial Planning Software
Guide:
If you currently offer personal financial planning services, or if you will be doing so in the future, it is...
Published on April 27, 2011
Illustrative Engagement Letter - Short Version
Sample Letter:
A short-form version 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
Illustrative Engagement Letter Long Form
Sample Letter:
A detailed 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
Illustrative Transmittal Letter
Sample Letter:
Once you have completed your financial plan, it is important to clearly communicate your recommendations to the client to avoid confusion or mistakes. Use this illustrative transmittal letter to help you get organized
Published on September 20, 2010
Professional Standards and Ethics
Overview:
Professional Standards and Ethics discusses the AICPA Code of Professional Conduct. The section also includes the full text of the Statements on Responsibilities in Personal Financial Planning Practice, a source of ethical guidance for financial planners
Published on January 12, 2008
Practice Management Webinars
Webcast:
Our web seminars give PFP Section Members the opportunity to learn about timely issues on practice management as well as interact with their fellow peers.
Published on May 23, 2013