Exam 2: The Statement on Standards in Personal Financial Planning Services No

The CPA/PFS should document their understanding of the implementation engagement,including the roles and responsibilities of the CPA/PFS,the client,and other service providers.Documentation should include all of the following except:

The SSPFPS No.1 provides _____________ guidance and establishes ___________ standards for members.

Which of the following was used as a 'de facto' standard for CPAs by state boards of accountancy?

Which of the following scenarios is false regarding the applicability of the SSPFPS No.1:

Applicability of the SSPFPS No.1 is a _____________ part test.

Which of the following is not a PFP engagement?

The historical timeline for personal financial planning in the United States began in

Practice standards accomplish which of the following: I.Outline consumer expectations of practitioners II.Outline practitioner expectations of consumers III.Protect consumers IV.Protect practitioners