Statement on Standards in Personal Financial Planning Services
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Statement on Standards in Personal Financial Planning Services

1 year ago · 419.6 KB Download

The Personal Financial Planning Executive Committee (PFP EC) has issued Statement on Standards in Personal Financial Planning Services No. 1 (the standard) to provide guidance to members and a framework for delivering PFP services. The framework of the standard covers the following topics:

  • General professional responsibilities

  • Responsibilities of members in PFP engagements

  • Planning the PFP engagement

  • Obtaining and analyzing information

  • Developing and communicating recommendations

  • Implementation engagements

  • Monitoring and updating engagements

  • Working with other service providers

  • Using advice provided by other service providers

Download the Statement on Standards in PFP Services

File name: sspfps.pdf

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