Sample Engagement Letters

This section provides you with sample engagement letters to be used for various types of financial planning engagements. 

The CPA’s Guide to Developing and Managing a PFP Practice includes several sample engagement letters in the appendix to the guide, including 3 engagement letters from the Statement on Standards in PFP Services Compliance Toolkit on general (comprehensive) PFP engagements, implementation of the personal financial plan, and monitoring and updating of the personal financial plan.

Customizable Word versions of these 3 engagement letters are available in the compliance toolkit.