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    Fiduciary Standard of Care

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

    Understanding and Applying the Statement on Standards in PFP Services

    Webcast ...and Dirk Edwards lead members through a discussion on the nature and objective of the SSPFPS; when and to whom it applies; an overview of the requirements; how the standard will help elevate your practice; and the timeline for issuance and resources
    Published on December 30, 2013

    Do the New Personal Financial Planning Standards Apply to You

    Webcast Members practicing in PFP should understand whether the Statement on Standards in PFP services applies to them and how they can use the statement to protect their clients and their practice
    Published on December 18, 2013

    What You Need to Know About the New PFP Standards

    Article Get up to speed on the new PFP Standards that will go into effect on July 1, 2014. Clark M. Blackman II and Dirk Edwards help you understand if, when and how the statement applies in your practice...
    Published on May 05, 2014

    Understanding and Applying the Statement on Standards in PFP Services - Handout

    Presentation Discussion on the nature and objective of the SSPFPS; when and to whom it applies; an overview of the requirements; how the standard will help elevate your practice; and the timeline for issuance and resources
    Published on December 30, 2013

    Professional Responsibilities

    Overview An overview of the professional responsibilities and standards associated with personal financial planning services
    Published on July 30, 2014

    Understanding and Applying the Statement on Standards in PFP Services - Audio

    Audio Discussion on the nature and objective of the SSPFPS; when and to whom it applies; an overview of the requirements; how the standard will help elevate your practice; and the timeline for issuance and resources
    Published on December 30, 2013

    Trusts, Section 469 & Section 1411 Material Participation After Frank Aragona Trust

    Webcast Archive In this webcast we will show you how the landscape for the material participation standard of trusts looks after Frank Aragona Trust
    Published on March 12, 2015

    Fiduciary Letter to MJ White

    Comment Letter AICPA and other like-minded organizations urge SEC Chair to establish a standard that is at least as strong as the existing standard for investment advisers
    Published on June 05, 2013

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