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    Professional Standards and Ethics

    Overview Professional Standards and Ethics discusses the AICPA Code of Professional Conduct. The section also includes the full text of the Statements on Responsibilities in Personal Financial Planning Practice, a source of...
    Published on January 12, 2008

    PFP Standards Exposure Draft Log

    Tools The PFP Executive Committee responded to the comment letters received on the Statement on Standards in PFP Services
    Published on January 06, 2014

    Fiduciary Standard of Care

    Overview Learn about the elements needed to be deemed a fiduciary.
    Published on May 17, 2013

    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

    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 February 27, 2014

    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services
    Published on April 16, 2014

    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

    Leveraging the Statement on Standards in Personal Financial Planning Services to Elevate Your Practice (Handout)

    Presentation In this presentation you will learn how the statement will help elevate your practice.
    Published on February 27, 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

    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 April 16, 2014

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