Sample Engagement Letters

    Sample Engagement Letters 

    This section provides you with sample engagement letters to be used for various types of financial planning engagements.

    Please review the AICPA’s Statement on Standards in Personal Financial Planning Services (SSPFPS No. 1), issued to provide authoritative guidance and establish enforceable standards for members practicing in PFP. SSPFPS No. 1 was effective July 1, 2014.

    More information and customizable sample engagement letters can be found on the Statement on Standards exposure draft page.

     

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