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Technical

Professional Responsibilities for PFP Practitioners Logo aicpa

  Free |   AICPA |   AICPA.org

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

Topics covered:
  • Personal financial planning: Ethics, integrity & professionalism: Ethics, integrity & professionalism
  • Personal financial planning: Technical: Practice management & professional standards, Foundational

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