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...
Published on January 12, 2008

Professional Responsibilities

Overview:  An overview of the professional responsibilities and standards associated with personal financial planning services
Published on May 22, 2013

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 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

The CPAs Role in Elder Planning Services

Article:  Elder Planning services focus on the specific needs and goals of older adults. This article details these services, including accounting, cash flow planning and budgeting, pre- and post-retirement planning, insurance reviews, estate planning and tax planning.
Published on May 16, 2011

2011 Advanced PFP Conference Workshop - Implementing PFP Services in Your Firm

Conference:  Whether you are considering adding, expanding or formalizing personal financial planning services within your firm, or you are already established and want to hear how some of the most successful CPAs are doing it, this all-day intensive workshop will give you the step-by-step guidance and resources you need to be
Published on January 28, 2011

About Us - AICPA PFP

Overview:  The AICPA's Personal Financial Planning ( PFP) division enjoys its 20th anniversary with renewed commitment resulting from the AICPA Governing Council's resolution regarding the Personal Financial Specialist credential. Learn More
Published on July 11, 2012

CPA/PFS - A Credential By Any Other Name is Not the Same

Article:  An article discussing the benefits of the CPA/PFS credential.
Published on January 15, 2013

Introduction to Personal Income Tax Planning

Article:  Income tax planning may be defined as the development and implementation of appropriate strategies to reduce, affect the timing of, or shift either current or future income tax liabilities. Recommended strategies are based not only on the tax consequences themselves, but also in light of the individual's overall financial goals.
Published on August 26, 2010

Young Emerging Financial Planner - Frequently Asked Questions

FAQ:  Good with numbers?  Enjoy interacting with people?  Like to have a positive impact on others?  Want to own your own business and gain financial independence? Have an interest in personal finance?  A career as a CPA financial planner or Personal Financial Specialist may be right for you!  In here, you will find answers
Published on April 02, 2013

Q & A with Clark Blackman on Fiduciary Handbook from a Small Business Perspective

FAQ:  This interview with Clark Blackman shows how the Fiduciary Handbook provides meaningful guidance to small CPA firms.
Published on March 29, 2011

PFP Practice Management

Overview:  Access information about issues that face the firm as they consider developing and managing a PFP practice. Learn more about Regulatory and Statutory Issues, Engagement Planning, Fiduciary Responsibility, and Professional Standard and Ethics
Published on May 11, 2010

Fiduciary Standard of Care

Overview:  Learn about the elements needed to be deemed a fiduciary.
Published on May 17, 2013

What is Unique About a CPA/PFS

Overview:  The AICPA stands behind our members and the qualifications and expertise they bring to supporting their clients. CPA financial planners are part of a 125-year old highly regarded profession.
Published on March 20, 2013

Financial Decisions Guide - Elder Planning

Guide:  Whether you are currently dealing with the loss of a loved one, or making decisions about an aging parent, or simply want to proactively be ready for the future, this guide will help identify many of the issues, decisions and programs of which the public should be aware.
Published on May 17, 2013

General Office Productivity Tools - Office Suite

Overview:  The MS Office suite of software extends beyond word processor and spreadsheet programs. Learn the most important factors when considering the purchase of office productivity software.
Published on October 05, 2012