Comments Index | Second Proposal of Revisions to CFP Board's Standards

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Comments Index | Second Proposal of Revisions to CFP Board's Standards

On December 20, 2017, CFP Board released for public comment a revised draft of proposed revisions to its Standards of Professional Conduct, which set forth the ethical standards for CFP® professionals. The public comment period ended on Friday, February 2, 2018.

View the Submitted Comments Below

The draft proposal, titled Code of Ethics and Standards of Conduct, is a significant revision to the Standards with a range of important changes, including broadening the application of the fiduciary standard for CFP® professionals — effectively requiring CFP® professionals to put a client's interest first at all times.

CFP Board’s Commission on Standards and Board of Directors are now considering the feedback received with the expectation that the Board will approve and release a final version of the Code and Standards by the end of the second quarter of 2018. Pending the outcome of the second comment period, CFP Board intends for the final Code and Standards to have an effective date of January 1, 2019.

Comments received by CFP Board are available for review below.

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