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Proposed Revisions to CFP Board’s Standards of Professional Conduct

Comments Requested by Monday, August 21, 2017

 

CFP Board has released a draft of proposed revisions to its Standards for a 60-day public comment period that begins Tuesday, June 20, 2017 and ends Monday, August 21, 2017.  Comments may be submitted by email to comments@cfpboard.org or through an online form accessible from the button below.

Submit a Comment

Comments submitted to CFP Board will be posted on our website with the name of the commenter and date submitted (new comments will be posted on at least a weekly basis).  If you do not want your comment posted on the website, please state so clearly at the start of your comment.

CFP Board’s Board of Directors will consider the feedback received during the comment period.  The final revised Standards will be announced at a later date along with an effective date for implementation.  

Read about the proposed revisions to CFP Board's Standards of Professional Conduct

Register to Attend a Public Forum to discuss the proposed Code and Standards

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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.