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PFP Practice Guides

The PFP Section practice guides are currently under review by the PFP Executive Committee. Please stay tuned for further information.

 

PFP Section Members and PFS Credential holders receive free online access to selected AICPA PFP Practice Guides.

 

References and resources have been included to assist you in your practice. These useful guides present non-authoritative guidance on various PFP technical and practice management topics.

 

The technical guides summarize applicable best practices and deliver “how-to” advice for handling both common and unusual PFP technical issues and assessing associated business risks. Practice management titles discuss relevant and timely matters associated with the conditions and procedures unique to the delivery of PFP services in a crowded and highly regulated environment.

 

This suite of PFP practice Guides is currently undergoing a complete revision and update and will be posted to the Web site as each individual title becomes available over the next few months.


Guide to Developing and Managing a CPA PFP Practice
PFP Section Member
The Guide to Developing and Managing a CPA PFP Practice is geared toward the CPA who is interested in adding Personal Financial Planning (PFP) to their practice or expanding PFP services already in place. Learn More>>
Guide to Delivery of Personal Financial Planning (PFP) Services
PFP Section Member
Guide to Delivery of Personal Financial Planning (PFP) Services is a reference for many of the day to day issues you face in delivering personal financial planning (PFP) services. Topics include PFP engagement processes, fee arrangements, software, engagement letters, reporting recommendations, and professional liability insurance. Learn More>>