PFP Standards and Responsibilities

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  • Location
    • Your Space
      Your Space
      Self Study - AICPA, ID 00000
  • Credits
    • 1.50
  • Credit Type(s)
    • Specialized Knowledge - Technical (1.50)
  • Prerequisites
    • Basic knowledge of the areas of personal financial planning (PFP)

  • Vendor
    • AICPA
  • Level
    • Intermediate
  • Fields of Study
    • Specialized Knowledge
  • Message
    • When & Where You Want

Description

Learn about the latest developments in professional standards and ethics required by the AICPA.

Objectives

  • Recall the AICPA Principle of Professional Conduct, defined as "the quality from which the public trust derives and the benchmark against which a member must ultimately test all decisions."
  • Identify the AICPA Principle of Professional Conduct that is derived from a "synthesis of education and experience."
  • Select the discipline that is not regulated as a profession.
  • Determine when Statement on Standards in Personal Financial Planning Services No. 1 applies.

Highlights

  • Professional standards and ethics, as required by the AICPA
  • The Statement on Standards in Personal Financial Planning Services

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