With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.
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The AICPA Code of Professional Conduct provides guidance and rules to all members in the performance of their professional responsibilities.
This page describes the professional responsibilities related to those providing PFP services and easy access to SSPFPS and the AICPA Code of Conduct.