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    Sample Engagement Letters

    Overview In this section, you will find engagement letters are used to establish a formal relationship with a client.
    Published on December 10, 2014

    Fiduciary Standard of Care

    Overview Learn about the elements needed to be deemed a fiduciary.
    Published on July 16, 2014

    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on April 30, 2015

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services
    Published on April 29, 2015

    Acknowledgments - Proposed Statement on Standards in Personal Financial Planning Services

    Roster Thank you to all of the volunteers who paved the way to the proposed Statement on Standards in Personal Financial Planning Services
    Published on June 12, 2013

    PFS Logo Usage Guidelines

    Logo Including the AICPA Personal Financial Specialist (PFS) Credential logo on your individual letterhead, business cards, and other marketing materials will enhance your brand recognition as a credentialed financial planning expert and help differentiate your practice.
    Published on January 29, 2009

    Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you

    Article A career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on September 16, 2014

    FAQs for Prospective CPA/PFS Credential Holders (Applicants)

    FAQ Frequently asked questions for CPA/PFS applicants.
    Published on February 19, 2015

    PFP Emerging Professionals Outreach Toolkit

    Toolkit These resources will help CPA financial planners initiate communication with universities and state societies and prepare for and execute an outreach event to future CPAs.
    Published on September 12, 2014

    Custody Rule

    News Stay up to date on legislative and regulatory issues relating to the custody rule.
    Published on August 12, 2014

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