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    Compensation Models

    Overview Learn about the fee versus commission compensation models for financial advisers
    Published on April 09, 2010

    Commissions and Referral Fees

    Professional Standards Commissions and referral fees are important issues to consider for personal financial planners and other tax professionals
    Published on March 05, 2013

    Inside Information - May 10, 2013 Special Report Fee Samples

    Article Advisors from all over the U.S. marketplace provide information about their fee structures, including the amounts and how the fees were determined
    Published on May 13, 2013

    CPA/PFS Credential Application Pricing

    Application The PFS Credential Pricing provides information about credential fee pricing guidelines
    Published on April 17, 2014

    Guide to Delivery of Personal Financial Planning (PFP) Services

    Guide A reference for day to day issues faced in delivering PFP services. Includes engagement processes, fee arrangements, software, engagement letters, reporting recommendations, and professional liability insurance
    Published on December 28, 2009

    Business Models Investment Adviser

    Article Learn about the Investment Adviser business model, its structure, how to implement it, and the registration and compliance issues.
    Published on October 25, 2010

    CPA/PFS Credential Recertification

    Overview Every three years, CPA/PFS credential holders are required to certify that they meet the continuing education and membership requirements of the credential.
    Published on April 17, 2014

    Business Models Solicitor/Referral

    Overview Learn about the Solicitor/Referral business model, its structure, how to implement it, and the registration and compliance issues.
    Published on April 08, 2010

    Compensation for Personal Financial Planning Services

    Overview The expense and method of compensation are important factors to consider when deciding on a particular financial planner. Financial planning services can be provided on a fee or commission basis, or a combination of these
    Published on May 07, 2010

    Practice Management

    Overview ...Management will help practitioners better understand and deal with the day-to-day issues they face in delivering personal financial planning (PFP) services. Practice management topics include compensation and fee arrangements, staffing engagement letters, and reporting recommendations
    Published on May 11, 2010

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