AICPA PFP standards spotlight: Compliance Toolkit


The Standards in PFP: Compliance Toolkit is available to assist members practicing in retirement, estate, investment and/or risk management planning with understanding the depth of the newly promulgated Statement on Standards in Personal Financial Planning Services, effective July 1. The toolkit includes a flowchart to help you determine if the standard applies to you, as well as FAQs, which cover topics ranging from scope and applicability to working with other service providers. The toolkit is available free to PFP/PFS members and available for purchase to non-members.

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