Professional Standards and Ethics
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...
Published on January 12, 2008
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
About Us - AICPA PFP
The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential.
Published on August 21, 2014
Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information
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
CPA/PFS - A Credential By Any Other Name is Not the Same
An article discussing the benefits of the CPA/PFS credential.
Published on April 16, 2014
Young and Emerging Financial Planners Frequently Asked Questions
A career as a CPA financial planner or Personal Financial Specialist may be right for you! Here, you will find answers to some commonly asked questions about this unique career!
Published on July 21, 2014
An overview of the professional responsibilities and standards associated with personal financial planning services
Published on July 30, 2014
Statement on Standards in Personal Financial Planning Services
SSPFPS provides authoritative guidance and establishes enforceable standards for members who provide PFP services to assist them in fulfilling their professional responsibilities
Published on August 13, 2014
PFP Collection in the Online Professional Library
Access an extensive suite of technical and practical guides to assist you in estate, retirement, tax, investment, and risk management planning.
Published on August 19, 2014
Personal Financial Planning Consumer Content
Let us show you why the CPA/PFS may be the best financial planning advisor for you and where to locate a CPA/PFS in your area.
Published on August 25, 2014