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PFP Standards and Responsibilities

Provider: AICPA

Length: 75 minutes

Specialized Knowledge 1.5 CPE Credits Intermediate QAS self study
The Statement on Standards in Personal Financial Planning Services No. 1 (SSPFPS No. 1) provides a comprehensive roadmap for the practice of personal financial planning at a professional level.

In this audiovisual course updated for the Tax Cuts and Jobs Act and other recent trends and developments, Tom Tillery explains the professional standards and ethics required by the AICPA, including:
* Integrity
* Objectivity
* Competence
* Fairness
* Confidentiality
* Professionalism
* Diligence
* Unauthorized practice of law

Gain the necessary information you need to incorporate these requirements into your professional practice and client engagements.

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