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    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 September 16, 2014

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services
    Published on September 17, 2014

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on January 05, 2015

    Statement on Standards in Personal Financial Planning Services

    Professional Standards SSPFPS provides authoritative guidance and establishes enforceable standards for members who provide PFP services to assist them in fulfilling their professional responsibilities.
    Published on March 19, 2015

    Personal Financial Planning Executive Committee

    Roster Learn about the Financial Planning Executive Committee's objective and members
    Published on January 09, 2015

    Illustrations of Engagement Letter Explanations of Historical and Prospective Financial Information

    Article Because personal financial plans can include a variety of historical or prospective financial information, the illustrative engagement...
    Published on September 16, 2014

    About Us - AICPA PFP

    Overview The AICPA's Personal Financial Planning ( PFP) division enjoys renewed commitment resulting from the AICPA Governing Council's resolution...
    Published on August 21, 2014

    Webcast Series Statement on Standards in Personal Financial Planning Services

    Webcast Learn about the applicability, requirements, practical applications, and ways to elevate your practice through the Statement on Standards in Personal Financial Planning Services
    Published on July 08, 2014

    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

    Practical Applications of the Statement on Standards in Personal Financial Planning Services (Handout)

    Presentation Learn about the applicability and ways to elevate your practice through the Statement on Standards in Personal Financial Planning Services
    Published on February 13, 2014

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