This presentation covers the following material which will allow you to understand and apply the Statement on Standards in Personal Financial Planning Services (SSPFPS) No. 1:
Pathway to the Standards
Foundation of the Requirements
Objective of the Statement
Why You Should Care
Scope of the Statement
PFP Services
Applicability to Members
Overview of the Requirements
Compliance Toolkit
Information and Resources
This slide deck was also prepared to provide guidance to members and a framework for delivering PFP services with the