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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 April 03, 2012

    Statement on Responsibilities in Personal Financial Planning Practice

    Practice Aid 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

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services
    Published on April 14, 2014

    Statement on Responsibilities in a Personal Financial Planning Practice

    Guidance 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...
    Published on March 24, 2011

    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 January 08, 2014

    Personal Financial Planning Executive Committee

    Objectives or Roster Learn about the Financial Planning Executive Committee's objective and members
    Published on April 11, 2014

    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 August 22, 2011

    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 September 20, 2013

    PFP Member Advantages by Membership Type

    Overview Complete listing of member benefits for PFP and PFS.
    Published on February 05, 2014

    Acknowledgments - Proposed Statement on Standards in Personal Financial Planning Services

    Objectives or 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

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