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What You Need to Know About the New AICPA PFP Standards - 6836
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The rapid expansion of personal financial planning (PFP) services has led to the need for enhanced and definitive guidance in the delivery of these services for the protection of both firms and clients. The new AICPA PFP Standards attempt to achieve this goal. Participate in this informative webinar to review the standards and learn how to implement them into your everyday practice.

11/17/2016
When: 1:00 PM - 3:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault

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Acronym JC031W
CPE 2 hours
Category
Finance
Level Basic
Vendor Nichols Patrick CPE
Who should attend

CPAs in public practice that are currently or are looking to provide personal financial planning services to their clients.

Prerequisite
None
Fees: Early Bird
Standard
Member N/A
$79
Non-Member: N/A
$79

Description 
The rapid expansion of personal financial planning (PFP) services has led to the need for enhanced and definitive guidance in the delivery of these services for the protection of both firms and clients. The new AICPA PFP Standards attempt to achieve this goal. Participate in this informative webinar to review the standards and learn how to implement them into your everyday practice.



Specific topics include:

  • AICPA PFP Standards
  • SSPFPS No. 1, Statement on Standards in Personal Financial Planning Services

Objectives

  • Review & understand AICPA PFP Standards
  • Learn the implementation of these Standards

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