Statement on Standards in Personal Financial Planning Services FAQs
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Statement on Standards in Personal Financial Planning Services FAQs

8 months ago · 263.3 KB Download

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As a trusted CPA financial planner who strives to remain in compliance with rules and regulations, where can you turn to have common questions answered? This document aims to help by providing nonauthoritative guidance with the Statement on Standards in Personal Financial Planning Services No. 1 (the standard). The areas addressed include:

  • Applicability of the standard

  • Sale of a Product

  • Tax Services

  • Valuation Services

  • Documentation and Disclosure

  • Working with Other Service Providers

  • Miscellaneous provisions of the standard

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Download the Statement on Standards in PFP Services FAQs

File name: sspfpsfaq.pdf

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