The increased demand and projected growth of personal financial planning services in areas such as estate, retirement, risk management and investments have brought the accounting profession to an important crossroad. To adapt to an evolving profession and regulatory landscape, in addition to the existing regulatory framework for CPAs, the AICPA is promulgating the Statement on Standards in Personal Financial Planning Services (the statement).
Members practicing in cash flow planning, risk management and insurance planning, retirement planning, investment planning, estate/gift/wealth transfer planning, elder planning, charitable planning, education planning, or tax planning should understand whether the statement applies to them and how they can use the statement to protect their clients and their practice. In this webcast, Clark Blackman and Dirk Edwards will lead members through a discussion on:
Who should attend this event?
Members practicing in estate, retirement, tax, insurance, or investments planning
Field of Study: Specialized Knowledge & Application
Prerequisites: Members practicing in estate, retirement, tax, insurance, or investments planning
PFP and Tax Section Members and PFS Credential Holders Save $13.00: When you log into this website with your AICPA member user account, the section discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or email@example.com
Group Viewing Option
Your order confirmation will include an instruction document for group viewing and earning CPE credit (please review prior to the start of the event) and information on how to access the webcast. In addition, a second email, a “firm access” URL email, will be sent to the purchaser immediately after completing the registration. The second email will help facilitate the issuance of the CPE certificate.
Accessing Your Certificate:
After successfully completing the webcast, from the My Webinars page, click on Take CPE Evaluation to complete the evaluation, and receive your CPE certificate.