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SSPFPS Pre-Engagement Checklist

Mar 24, 2022 · 49.6 KB Download

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The Pre-Engagement Checklist provides guidance based on the Statement on Standards in Professional Financial Planning Services (SSPFPS) to help you document the following items before you begin a client engagement:

  • Is an engagement letter required?

  • Do you possess the level of knowledge of PFP principles and theory, and a level of skill in the application of such principles, that will enable you to complete this engagement with due care and professional expertise?

  • Are there any conflicts of interest or potential

Download the SSPFPS Pre-engagement checklist

File name: sspfps-checklist-pre-engagement.docx

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Personal Financial Planning

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Professional Standards & Responsibilities
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