PFP Standards Toolkit

As a CPA providing personal financial services (including tax, retirement, estate, risk management and/or investment advice), you are in an optimal position. Surveys show that you are the most trusted adviser. We know you put clients’ interest first when providing advice, which is an especially critical element that the American public seeks in their financial planner. Whether you provide some planning advice or the full spectrum of services, we want to help you understand the legislative and regulatory landscape. Some