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Announcements

CFP Board Urges SEC to Develop Improved Disclosure Requirements

Mar 23, 2012
In a March 23, 2012 comment letter to the Securities and Exchange Commission (SEC), CFP Board urged the SEC to develop improved pre-engagement disclosure requirements, also noting that full protection requires investment advice to be provided under a uniform fiduciary standard of conduct.

Read CFP Board’s letter (PDF, 160KB)
Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.
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