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PFP Standards and Responsibilities

 
1
Registration is Open
VSCPA Members
$69.00 Regular Registration
Nonmembers
$89.00 Regular Registration

This CPE course covers professional standards and ethics required by the AICPA, including:
Integrity
Objectivity
Competence
Fairness
Confidentiality
Professionalism
Diligence
Unauthorized practice of law

This course will cover Statement on Standards in Personal Financial Planning Services No. 1 (SSPFPS No. 1) which provides guidance to AICPA members, and offers a framework for the CPA financial planner to deliver personal financial planning (PFP) services with the highest levels of integrity, professionalism, objectivity, and competence in order to best serve his or her clients and the public. It is incumbent upon all planners to be familiar with SSPFPS No. 1 and to adhere to its precepts. This course will give you the necessary information to incorporate these requirements into your professional practice and client engagements.

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

Related Events

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.