On Demand1.5 CE Credits
PFP Standards and Responsibilities
Hosted by AICPA & CIMA
Dates TBD Online / Virtual
Professional, Scientific & Technical ServicesFinance & Insurance
About This Event
This CPE self-study course teaches accounting and finance professionals about the latest developments in professional standards and ethics required by the AICPA for personal financial planning services. Participants learn about the Statement on Standards in Personal Financial Planning Services No. 1 and how to incorporate requirements like integrity, objectivity, competence, and confidentiality into their practice.
Topics Covered
Ethics & Professional Conduct
Professional BoundariesInformed ConsentScope of Practice
Leadership & Management
Practice Management / Business
Regulatory & Legal
Risk Management
Registration & Fees
Continuing Education
1.5 CE Credits
Accredited by: NASBA
AICPA is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. NASBA Field of Study: Specialized Knowledge
Who This Event Is For
Industries
Professional, Scientific & Technical ServicesFinance & Insurance