The increased demand and projected growth of personal financial planning services in areas such as estate, retirement, risk management and investments have brought the accounting profession to an important crossroad. To adapt to an evolving profession and regulatory landscape, in addition to the existing regulatory framework for CPAs, the AICPA is promulgating the Statement on Standards in Personal Financial Planning Services (the statement).
Members practicing in cash flow planning, risk management and insurance planning, retirement planning, investment planning, estate/gift/wealth transfer planning, elder planning, charitable planning, education planning, or tax planning should understand whether the statement applies to them and how they can use the statement to protect their clients and their practice.
In this webcast, Clark Blackman and Dirk Edwards will lead members through a discussion on: • how to apply the statement in your engagements with clients • using the compliance toolkit to implement the standards in your firm
MA, CFA, CFP, CPA*/PFS, CIMA,
ALPHA WEALTH STRATEGIES, LLC