A key change is the the tax planning component which has been integrated in 12 service areas instead of being provided as a stand-alone section.
The PFP guide has added information in the following planning areas: Elder, Special Needs, and Chronic Illness; Closely-held Business; Education; and Client Relationship Building.
The updates to the Body of Knowledge will be incorporated in the AICPA's Personal Financial Specialist credential exam, which is scheduled to be launched in July.