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The CPA's Guide to Developing and Managing a PFP Practice

Publisher: AICPA
Availability: Online Access
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For many CPAs, offering personal financial planning (PFP) services is a natural extension of their existing practices. If you're considering entering this exciting and rewarding practice area or expanding your current PFP practice, this guide is an essential resource. Full of valuable and practical tools that you can implement in your practice, including a sample business plan, illustrative engagement letters, and client questionnaires, it walks you through the critical issues you need to consider. It then offers expert tips and advice on the numerous practice management issues to consider when building a PFP practice, including:

  • Identifying your market and expanding your services;
  • Staff selection and training;
  • Professional liability and risk management;
  • Fee structure and practice costs;
  • Marketing;
  • And much more.
Prepared by the AICPA's Personal Financial Planning Section and available free to PFP section members, inclusive of PFS credential holders.
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