Standards in Personal Financial Planning Services compliance slides
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Standards in Personal Financial Planning Services compliance slides

1 year ago · 5 MB Download

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This presentation covers the following material which will allow you to understand and apply the Statement on Standards in Personal Financial Planning Services (SSPFPS) No. 1:

  • Pathway to the Standards

  • Foundation of the Requirements

  • Objective of the Statement

  • Why You Should Care

  • Scope of the Statement

  • PFP Services

  • Applicability to Members

  • Overview of the Requirements

  • Compliance Toolkit

  • Information and Resources

This slide deck was also prepared to provide guidance to members and a framework for delivering PFP services with the

Download the Standards in Personal Financial Planning Services: Firm PowerPoint

File name: standards-in-personal-financial-planning-services-firm-powerpoint.pptx

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