Go to Personal Financial Planning

Professional Standards & Responsibilities

Personal Financial Planning Subtopics

Professional Standards & Responsibilities Resources

View all Resources

Resources

purple pen on business graphs
Prudent Practices for Investment Advisors and Investment Stewards
Oct 01, 2025
chart with coins, glasses and pen on top
PFP Legislation and Regulation Toolkit
Dec 15, 2023
Abstract yellow image
PFP Division Advocacy Positions
Oct 01, 2023
179.2 KB
View all Resources
View all News

News

wooden open cubes painted purple on black background.
4 things your clients don't know affect their taxes
Oct 01, 2023
AICPA & CIMA Insights Blog
More Personal Financial Planning News will be released in the future
View all News
View all Professional Insights

Professional Insights

Special recognition award
Raising awareness of the importance of PFP through the CPA Exam
Mar 29, 2024
AICPA & CIMA Insights Blog
pile of purple glitter
Shaping financial planning: PFP support and standards
Mar 28, 2024
AICPA & CIMA Insights Blog
Stack of papers with financial reports and glasses
CIMA AML Supervision Annual Report
Oct 01, 2023
4 MB
View all Professional Insights
View all Advocacy

Advocacy

Two people working on a computer and tablet
Signed Comment Letter to DOL
Dec 22, 2023
446.6 KB
More Personal Financial Planning Advocacy will be released in the future
More Personal Financial Planning Advocacy will be released in the future
View all Advocacy

This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

About|Terms & Conditions|Accessibility|Privacy Policy|Contact|Help|Site Map

CA Do Not Sell or Share My Personal Information

}