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Technical

Statement on Standards in Personal Financial Planning Service - Compliance Toolkit

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Free | AICPA | 2014 | AICPA.org

PFP process
Foundational
Tool

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

Topics covered:

Personal financial planning: Technical: Practice management & professional standards: PFP process, Foundational
Personal financial planning: Technical: Practice management & professional standards: PFP process, Intermediate

Technical

Statement on Standards in Personal Financial Planning Service - Compliance Toolkit

Comments/Reflections

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