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    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on March 27, 2015

    Additional Legislative/Regulatory Topics

    News Stay up to date on legislative and regulatory issues relating to a variety of personal financial planning matters.
    Published on March 19, 2015

    FAQs for CPA/PFS Credential Holders

    FAQ Frequently asked questions about the CPA Personal Financial Specialist Credential.
    Published on January 30, 2015

    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 October 28, 2004

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