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Practice management & professional standards

About this topic

With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.

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Inside Information Newsletter

This page provides access to the Inside Information newsletter from Bob Veres. This newsletter is a leading information source for the elite of the financial...

Article Practice management & professional standards Intermediate

Statement on Standards in Personal Financial Planning Service - Compliance Toolkit

To aid in determining both applicability of SSPFPS No. 1 and compliance with it, the AICPA has developed the Standards in PFP: Compliance Toolkit.

Tool PFP process Foundational

How to Build a Robo-Shield™ for Your Financial Advisory Firm: 20 Effective Tactics to Marginalize the Rise of Robo-Advisers

This report documents the rise of a new form of competition for financial advisors – the “Robo-Adviser” .

Report Practice management & professional standards Intermediate

Section 7216 Guidance and Resources

This page presents guidance and sample consent forms to comply with regulations involving disclosure and use of tax return information by tax return preparers.

Article Practice management & professional standards Foundational

Moving from Tax Preparer to Financial Planner

Learn about why many CPA financial planners added financial planning services to their tax practices

Article Practice management & professional standards Foundational

Professional Responsibilities for PFP Practitioners

This page describes the professional responsibilities related to those providing PFP services and easy access to SSPFPS and the AICPA Code of Conduct.

Article Practice management & professional standards Foundational