PFP Boot Camp: PFP Standards and Responsibilities
This webcast is a part of the Personal Financial Planning Boot Camp webcast series.
This session discusses the professional responsibilities of a CPA financial planner and provides a comprehensive review of the Statement on Standards in Personal Financial Planning Services.
- Recognize when professional standards apply in a practice setting
- Recall the scope of the Statement on Standards
- Identify various types of client engagements
- Recognize potential areas of conflict in an engagement
- Identify when disclosure is required
PFP section members and PFS credential holders receive a 20% discount:
When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or firstname.lastname@example.org.
Group Viewing Option
Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.
|Number of Attendees||Non-Member||Member|
1 - 4
5 - 9
10 - 20
All group attendees must be sitting in the same room in order to obtain CPE credit.