Financial Services Reform
Stay up to date on legislative and regulatory issues relating to financial services reform.
Published on July 23, 2014
Illustrative Engagement Letter Long Form
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 September 16, 2014
PFP Emerging Professionals Outreach Toolkit
These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
Published on September 12, 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
Illustrative Engagement Letter for an Investment Advisory Agreement
The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
Published on October 28, 2004
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