Statement on Responsibilities in a Personal Financial Planning Practice
The Personal Financial Planning Executive Committee has issued this Statement on Responsibilities to provide guidance to the CPA financial planner and ensure that the highest levels of integrity, professionalism, objectivity and competence are applied to the delivery of personal financial planning services so as to serve the best interests of
Published on March 24, 2011
Statement on Responsibilities in Personal Financial Planning Practice
The Statements on Responsibilities in Personal Financial Planning Practice establish responsibilities in providing PFP services. They should serve as guidelines for the delivery of PFP services.
Published on January 25, 2011
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