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PFP Standards and Responsibilities

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Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

CPAs and financial planners with basic knowledge of financial planning and an interest in personal financial planning

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.


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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

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.