In an October 7, 2010 letter, CFP Board provided the IRS with comments on proposed modifications to regulations governing practice before the IRS. CFP Board applauded the IRS proposal to hold all tax return preparers meet strict ethical guidelines and suggested that the IRS should tailor the continuing education requirements to ensure competency of registered tax return preparers while providing flexibility in meeting those requirements. Finally, CFP Board urged the IRS to exempt CERTIFIED FINANCIAL PLANNER™ professionals from the competency testing and continuing education requirements established for registered tax return preparers, given the substantial income tax-related education and examination required to attain and maintain CFP® certification.
Read CFP Board’s letter (PDF, 91KB)
← Back to Regulatory Comments
CFP Board, the Financial Planning Association®, and the National Association of Personal Financial Advisors are working together as the Financial Planning Coalition to pursue consumer protection and industry reform.
© 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
We welcome your feedback and invite you to complete a brief 5-question survey to help us improve your experience on CFP.net.
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.
Quick Links Find a CFP® Professional Verify Certification Get Certified Create an Account | Log In Apply for the CFP® Exam Find CE Programs Brochures & Publications LetsMakeaPlan.org