Redline Showing Technical Revisions to New Code of Ethics and Standards of Conduct

CFP Board has adopted a revised Code of Ethics and Standards of Conduct (“Code and Standards”) that requires a CFP® professional to act as a fiduciary, and therefore, to act in the best interests of the client, at all times when providing financial advice.

To provide context for the revised Code and Standards, CFP Board has provided a redline version showing the November 2018 technical revisions to the Code and Standards.

Download a copy of the Redline Showing Technical Revisions to the new Code and Standards