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A: The statement applies when an AICPA member provides personal financial planning services and represents to the public or clients that he or she provides personal financial planning services; engages in activities that would require registration as an investment adviser under federal or state law; or sells a product as a result of the engagement.
We don't offer investment and financial planning services.
The Standard of Care clarifies the role of a fiduciary adviser subject to the Investment Advisers Act of 1940 and when providing material elements of financial planning services under CFP Board's recently revised Standards of Professional Conduct.
Choices include supplemental health insurance, dental insurance, cancer insurance, term life insurance, vision and prescription drug programs, business financial planning services, and personal and professional liability coverage.
Dalton targets its products and training programs to the professional financial planning industry, including educational providers, candidates for the CFP certification exam, and institutions providing financial planning services to the public.
To qualify, the main business must be financial planning, all financial planning services must be supervised by a CFP, at least half of the firm must be owned by a CFP and folks giving advice should be a CFP or an associate CFP.
Financial planning services and securities products are offered by First Command Financial Planning, Inc.
Building upon the work begun with the Disaster Recovery Guide, the AICPA has partnered with six of the leading financial planning organizations in a national pro-bono financial planning service initiative.