This CPE course can be purchased individually or as part of the PFP Practical Applications Certificate Program.
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:
Unauthorized practice of law
Gain the necessary information you need to incorporate these requirements into your professional practice and client engagements.