Sometimes CFP® professionals provide service to clients in a single subject area. Scenario SS1 describes an estate planning engagement that does not involve financial planning or material elements of financial planning.
View other presentations on CFP Board's Standards
Review additional resources related to compliance with CFP Board's Standards of Professional Conduct
Read more about CFP Board's Standards of Professional Conduct
Access Your Account
CFP Board’s “Find a CFP® Professional” online search tool can help you connect with Americans seeking professional financial planning services.
Update Your Profile Today
More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.
Find CE Opportunities
We welcome your feedback and invite you to complete a brief 5-question survey to help us improve your experience on CFP.net.
Complete the Survey
© 2012 Certified Financial Planner Board of Standards, Inc. All Rights Reserved.
1425 K Street NW #500, Washington, DC 20005 | phone: 800-487-1497 (Toll-Free) / 202-379-2200 | fax: 202-379-2299 | firstname.lastname@example.org
It's easy to participate and will take less than 2 minutes:
Click the "Yes" button below to continue your visit on CFP.net as intended. When finished, simply retrieve and complete the questionnaire that will appear in a new browser window.