SSPFPS Compliance Manual
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SSPFPS Compliance Manual

1 year ago · 1.8 MB Download

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The Standards in Personal Financial Planning Services Compliance Manual contains the following sections:

  • Pathway to Standards

  • Why Should Members Care about the Statement?

  • Foundation of the Statement

  • Scope of the Statement

  • Objective of the Statement

  • What Are Personal Financial Planning Services?

  • When Does the Statement Apply to a Member?

  • When Does the AICPA Standards in Personal Financial Planning Services No. 1 Apply to a Member?

  • Conclusion

The Manual describes how the Standards aligns with the AICPA Code of Professional Conduct

Download the SSPFPS Compliance Manual

File name: sspfps-compliance-manual.pdf

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