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PFP Home > Resources > PFP Practice Management > Professional Standards and Ethics

Professional Standards and Ethics

This section discusses the AICPA Code of Professional Conduct, featuring such topics as allowable compensation methods and reporting standards that apply when personal financial planning services include historical or prospective financial information. The section also includes the full text of the Statements on Responsibilities in Personal Financial Planning Practice, a source of ethical guidance for financial planners.


AICPA Code of Professional Conduct
The AICPA Code of Professional Conduct was adopted by the membership to provide guidance and rules to all members in the performance of their professional responsibilities. Learn More>>
Statements on Responsibilities in Personal Financial Planning Practice
AICPA Member
The Statements on Responsibilities in Personal Financial Planning Practice establish responsibilities in providing PFP services. Learn More>>