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Submit a Comment

Request for Comments on Proposal Procedural Rules
Comments Requested by Tuesday, January 29, 2019

CFP Board requests comments on proposed Procedural Rules developed to consolidate and replace the existing Disciplinary Rules and Procedures and Appeal Rules and Procedures.  Submit your comments using the form below. 


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Did You Know?

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 themselves 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.