For CFP® Professionals

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Previous Standards of Professional Conduct

CFP Board's previous ethical standards, available for download below, were effective through June 30, 2008 and will be enforced for conduct that takes place on or before December 31, 2008.

Code of Ethics and Professional Responsibility (PDF, 304KB)

Financial Planning Practice Standards (PDF, 303KB)

Disciplinary Rules and Procedures (PDF, 297KB)

Candidate Fitness Standards (PDF, 322 KB)

Reach New Clients

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Continuing
Education

More than 1,000 CE Sponsors have registered with CFP Board to provide continuing education.

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