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Announcements

CFP Board Adopts New Sanction Guidelines, Effective August 27, 2012

Jul 26, 2012
CFP Board's Board of Directors approved the introduction of Sanction Guidelines, with an effective date of August 27, 2012. The Sanction Guidelines were developed to assist the Disciplinary and Ethics Commission ("Commission"), the group charged with conducting disciplinary hearings in accordance with CFP Board's Disciplinary Rules and Procedures, in maintaining consistency regarding the imposition of sanctions for similar offenses. 

Read more about the Sanction Guidelines (PDF, 462KB)

Read comments received by CFP Board (PDF, 670KB)

View a recorded webinar addressing the new Sanction Guidelines
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Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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