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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

PFP Emerging Professionals Outreach Toolkit

Toolkit: The resources in the PFP Emerging Professionals Outreach Toolkit 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 December 20, 2010

Illustrative Engagement Letter for an Investment Advisory Agreement

Sample Letter: 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 September 23, 2010

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