Certification Updates

CFP Board Requests Comments on Proposed Technical Corrections to Standards of Professional Conduct

Mar 30, 2009

Washington, DC, March 30, 2009 - The Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board) requests comments on proposed technical corrections to CFP Board’s Standards of Professional Conduct (Standards).

CFP Board’s Standards – which include the Code of Ethics and Professional Responsibility, Rules of Conduct, Financial Planning Practice Standards and Candidate Fitness Standards – establish standards of ethical conduct for CERTIFIED FINANCIAL PLANNER™ certificants. In 2007, CFP Board adopted extensive revisions to the Standards that are now in effect. The proposed technical corrections are intended to clarify ambiguities, eliminate redundancies and add terminology to achieve consistency between the Standards and other CFP Board publications.

A redlined version of the Standards displaying the proposed technical corrections may be reviewed on CFP Board’s Web site,

Comments received during the 30-day public comment period, which ends April 29, 2009, will be posted to CFP Board's Web site and reviewed and considered by the Board of Directors.

We appreciate the opinions of all of CFP Board's stakeholders and welcome your thoughts on these proposed technical corrections.

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