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    Engagement Planning Tools and Checklists

    Overview Access the necessary engagement planning tools and checklists required to enable you to perform your engagements by presenting your work in the most understandable format as well as with the highest level of...
    Published on July 06, 2010

    Sample Engagement Letters

    Overview Engagement letters are used to establish a formal relationship with a client. This section provides you with sample engagement letters to be used for various types of financial planning engagements...
    Published on January 15, 2013

    Engagement Planning

    Overview When performing PFP services, you want to present your work in the most understandable format and exhibit the highest level of professionalism. This section provides resources to help you achieve both goals.
    Published on May 07, 2010

    Illustrative Engagement Letter - Short Version

    Sample Letter A short-form version sample 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

    Illustrative Engagement Letter for Corporate Executives

    Sample Letter A sample PFP engagement letter you can use with corporate executives. Although you should consult legal counsel before drafting any client agreements, this sample will get you started
    Published on April 03, 2012

    PFP Engagement Workbook

    Template The PFP Work Program was designed to guide CPAs and their staff in performing personal financial planning engagements. Although it resembles an audit program in format, the PFP Work Program does not provide precise, comprehensive steps to be performed
    Published on March 24, 2011

    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

    Illustrative Engagement Letter

    Sample Letter A sample 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

    Sample Engagement Letter - General

    Sample Letter Customize these sample letters to use for your personal financial planning engagements and to assist in compliance with the SSPFPS
    Published on March 14, 2014

    PFP Engagement Document Request Form

    Template Use this document request form to help clients collect pertinent information for the personal financial planning engagement
    Published on March 24, 2011

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